News

Should We Be Borrowing More?

June 2019 Newsletter | In this edition we discuss whether, in the current low interest rate environment, Governments should be borrowing more to build productive assets. ... Read more

Mistaking Value Investing For Buying Low PE Stocks

May 2019 Newsletter | In this edition we discuss whether value investing is about buying shares in companies with low price to earnings ratios. ... Read more

A Long Term Approach To Investment

April 2019 Newsletter | In this edition we look at the long term approach to investing. ... Read more

The Residential Construction Contraction Conundrum

March 2019 Newsletter | In this edition we ask can Australia handle a contraction in residential construction? ... Read more

A Value Investor’s Perspective On Digital Disruption

February 2019 Newsletter | In this edition we discuss the threats and opportunities that digital disruption presents for value investors. ... Read more

Is There Value In Value Investing

January 2019 Newsletter | In this edition we discuss the relative performance of value-based and growth-oriented investment strategies. ... Read more

Market Observations In Turbulent Times

December 2018 Newsletter | In this edition we discuss our observations on and response to the recent stockmarket volatility. ... Read more