Neil Margolis joined Tom Piotrowski to discuss the Merlon Australian Share Income Fund, investment philosophy and market views.
In this video, Neil Margolis shares three important considerations for assessing a retailer's ability to weather the Amazon storm.
In recent years, the long-term trend for 'value' portfolio to outperform 'growth' portfolios seems to have disappeared. Neil Margolis discusses why in this video.
Neil Margolis explains how Merlon identify our best ideas and why we think the market is ignoring an important revenue stream.
Neil Margolis doesn't see value in "safe sector" companies, and discusses two sectors in particular that appear drastically overvalued.