In the rough and tumble world of managing other people’s … Continue reading Adaptation is the name of the investment game
Katana Media Updates & Insights
Westpac has written the playbook – others now likely to follow
Westpac Banking Corporation (WBC) has re-listed this morning after finalising … Continue reading Westpac has written the playbook – others now likely to follow
A quarter to forget on the ASX, and the next isn’t looking great
The Australian sharemarket has suffered its worst quarter in four … Continue reading A quarter to forget on the ASX, and the next isn’t looking great
Glencore sell-off won’t force investors to shed mining stocks
The unprecedented dive in the value of shares in miner … Continue reading Glencore sell-off won’t force investors to shed mining stocks
Miners smashed in market rout
Australian resources stocks were rocked in the wake of British-listed … Continue reading Miners smashed in market rout
Energy Company Short Positions at Multi-Decade Highs
The graph below courtesy of JPMorgan relays an interesting message: … Continue reading Energy Company Short Positions at Multi-Decade Highs
US Oil Production IS Declining
One report this morning indicated that oil may fall as … Continue reading US Oil Production IS Declining
We’re Missing the Point on Oil
The problem with oil is not that it is ‘suddenly’ … Continue reading We’re Missing the Point on Oil
Katana: A stock we like for rising US interest rates
The Wall Street Journal’s August Economic Survey shows 82% of … Continue reading Katana: A stock we like for rising US interest rates
3 Emerging Gems
Pioneer Credit Limited(PNC) The catch cry of long in the … Continue reading 3 Emerging Gems
Record differential present opportunities in small cap industrial stocks
Romano Sala Tenna, Portfolio Manager at Katana Asset Management, says … Continue reading Record differential present opportunities in small cap industrial stocks
Independent Verification is Essential in Technology Investing
We don’t do a lot in the emerging technology space. … Continue reading Independent Verification is Essential in Technology Investing
PNC Offers Investors Sustainable Earnings Growth
Sustainable earnings growth is the rarest of commodities, with one … Continue reading PNC Offers Investors Sustainable Earnings Growth
Katana reveals its secret: Stop looking for perfection
Fund managers Perth team’s outperformance based on deep research and … Continue reading Katana reveals its secret: Stop looking for perfection
The hotshots of tomorrow?
You may not have heard of them yet, but should … Continue reading The hotshots of tomorrow?