Our letter to the Caltex Board of Directors regarding their rejection of the Couche-Tard bid.
In this Livewire Markets podcast, Hamish Carlisle discusses what makes a great equity investment, some important skills and concepts for new investors to learn and a current investment example.
Hamish Carlisle discusses Telstra’s FY19 results announcement and gives and update on his outlook for the company.
Joey Mui explains why quality alone does not drive good investment outcomes.
Hamish Carlisle provides an update on AMP’s proposed sale of its insurance operations and shares Merlon’s current valuation case for the company.
Joey Mui shares his views on investing in “quality” companies, whether it works through the cycle and the current valuation premium ascribed to these stocks.
In light of the recent election result, the Merlon team provide an update on franking credits and the Merlon Australian Share Income Fund.
Hamish Carlisle tells Elysse Morgan why Merlon want AMP chair David Murray out.
Ben Goodwin shares his outlook for iron ore and the implications for Australian mining stocks
We examine the shareholder value implications of CBA’s acquisition of Colonial in 2000.