If you have listened to the last episode of Neat stocks, you know that Steve, Harvey and I were recently in the United States on our first business trip in over two years. The objective was to meet different management teams and see what is happening on the ground of the largest market in the …
One of the 19 “most important things” for famed Oaktree Capital co-founder Howard Marks (from his excellent 2011 book) is to get a sense of where we stand. “I don’t think anyone can consistently know the economy, interest rates, currencies and the direction of the markets better than anyone else,” Marks said in an interview …
What is the most important thing in today’s environment? Read More »
Originally written for The Australian. “I don’t care about the economy at all.” That’s what Elon Musk said about his bid for Twitter during a TED Talk in Vancouver a few weeks ago. And indeed, most of the media attention lately has been on his views on free speech and what his ownership could mean …
Money, not just free speech, the end game of the Twitter offer Read More »
Alexander: Hello everyone. And welcome to this week’s Forager video. My name is Alex Shevelev, senior analyst at the Australian Shares Fund. And today with me, I have Gaston Amoros also senior analysts on the Australian Shares Fund. Hi Gaston. Gaston: Hi Alex Alex: So today we are going to talk about some interesting questions …
Originally written for The Australian When Uber CEO Dara Khosrowshahi quoted Jerry Maguire in an email to all staff a few weeks ago, my ears perked up. “We need to show (shareholders) the money,” he wrote. “We’ve made a ton of progress on profitability, setting a target of $5 billion in adjusted EBITDA in 2024, …
Originally written for Firstlinks They say the market is looking to the future. I’ve never seen him so forward-looking. Investors are absolutely convinced that Australia is going to experience a recession. And that it’s going to be a humdinger. Look no further than Seven West Media for your child poster. On February 10, its stock …
Is the conviction of a market recession justified? Read More »
Vienna Airport AG (FLU) has world-class assets, including Vienna International Airport, which handled some 32 million passengers in the year before covid. But it is original stock. About 40% of the company is owned by national and local governments in Austria. Another 10% is held in a staff trust which distributes dividends in the form …
The “popular press” tells us it’s time to buy stocks… But is it really? We cited Apple as an example in Insider Weekly last week. By any measure, Apple is a great company. Lately, it looks like the dish being served is apple crumble. Bottom-fishing investors are screaming this is a buy. And its short-term …
EXXON… OR ZOOM? In November 2020, we published an issue of Insider Weekly in which we made the case for Exxon Mobil: It’s trading at the same level as it was 22 years ago, launched from the Dow Jones, seemingly without investment (try to convince a pension fund board to buy Exxon), and sitting on …
Key NATO member against Sweden and Finland en bloc – RT World News “We are currently monitoring developments regarding Sweden and Finland [joining NATO], but we are not in favor of it. At this stage, it is not possible for us to have a positive approach,” the Turkish president told reporters. “Scandinavian countries are unfortunately …
