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?
Australia’s Woolworths slashes profit outlook, seeks new CEO
The sense of crisis swirling around iconic Australian supermarket chain … Continue reading Australia’s Woolworths slashes profit outlook, seeks new CEO
The Good, the Bad and the Worse
We conducted a small investor tour this week visiting 8 … Continue reading The Good, the Bad and the Worse
Those Who Forget the Mistakes of the Past are Doomed to Repeat Them (Part I)
First came the Daleks, then Darth Vader and then Davnet. … Continue reading Those Who Forget the Mistakes of the Past are Doomed to Repeat Them (Part I)
Those Who Forget the Mistakes of the Past are Doomed to Repeat Them (Part II)
It should be clear that speculative booms can last a … Continue reading Those Who Forget the Mistakes of the Past are Doomed to Repeat Them (Part II)
3 Things we learnt from our catchup with Santos (STO)
STO is polarising analysts, fund managers and retail investors alike. … Continue reading 3 Things we learnt from our catchup with Santos (STO)
Index investors stung by dropping banks
Investors in Australian broad index funds find themselves in an … Continue reading Index investors stung by dropping banks
Australian banks’ golden run over as growth plateaus
May 6 A golden era of record profits and lush … Continue reading Australian banks’ golden run over as growth plateaus
Romano Sala Tenna
QBE Insurance It is either brave or foolish to recommend … Continue reading Romano Sala Tenna
Not playing by the rules
Investment markets are filled with funds trying to prove themselves … Continue reading Not playing by the rules