NEWS
Loftus Peak | Auto Industry Disruption
Alex Pollak, Loftus Peak's CIO & Founder, expects electric vehicles to cause significant disruption to the auto industry. In this video, Alex details Loftus Peak's views on the disruption being caused to the industry and how they're taking...
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KLA Tencor - Part of the 4th Industrial Revolution
Where can I find a company making a profit; paying a dividend; on a reasonable valuation and yet not have to give up being part of the '4th Industrial Revolution'? We discuss this through a new acquisition in the Global High Conviction...
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The New Zealand electricity company with a high and increasing dividend yield
From an investment point of view, the New Zealand electricity industry can be considered as far more predictable and future-proof than that of most countries and certainly that of Australia.
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Warning Signs in the US
Since the GFC, the world's central banks have got into the habit of publishing regular Financial Stability Reports (FSR). These documents are intended to function as an early warning system, by monitoring financial markets in order to...
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Why conventional wisdom regarding China is wrong
Kevin Smith examines the misconceptions surrounding China's economic growth and provides insight gained from extensive engagement within the region. For such an important player in the world economy it is wildly misunderstood by many...
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ESG Ratings, no quick fixes
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Stream Wars - The (Disney) Empire Strikes Back
Disney's share price is up 25% in 2019 off the back of the announcement of its Disney+ streaming service and record-breaking Avengers: Endgame. But will trading a steady cashflow from cable TV for its content for a more risky cashflow from...
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Harley Davidson rides into a crowd of Millenials!
Harley Davidson, once a stock market darling and come-back king faces trouble ahead with hard-hitting consequences for its shareholders. A demographic seismic shift is occurring with those aged 19-35 (Millennials) and their younger cousins...
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Active Management in Australian Small Companies - Skill versus Style
In our first note on Active Manager Skill in Australian Small Companies (February 2019) we highlighted that in order to determine if a manager can deliver long-term alpha over the cycle, we must assess their performance in conditions of...
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