Joey Mui shares his views on global advertising trends and their impact on traditional media companies.
In the final installment of this series, Hamish Carlisle looks at behavioural biases in investor risk assessments and expectations.
Ben Goodwin shares his long-term views on oil, including our sustainable oil price forecast and preferred stock exposures.
Hamish Carlisle explores the question of why value strategies based on free-cash-flow outperform the broader market.
Hamish Carlisle shares his thoughts on Telstra’s earnings potential and outlook including the impact of the NBN.
Hamish Carlisle presents a multi-decade analysis of value investing in Australia.
Adrian Lemme discusses the impact of Amazon on the Australian retail market.
Hamish Carlisle presents the case for Fairfax Media in the real estate classifieds space.
Hamish Carlisle shares his thoughts on the Australian housing market.
Adrian Lemme takes a closer look at the numbers behind Boral’s acquisition.
Ben Goodwin examines the Iron Ore price following a sharp rally in 2016.