A selection of articles written by our team to give insight into how we think about the world
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TPG Telecom (ASX: TPM) remains a polarising investment. Ongoing uncertainty regarding its future with Vodafone plagues investment performance, and the changing market dynamics have impacted our...
Domino’s (ASX: DMP) has been served with a class action lawsuit regarding wage underpayment. Domino’s believe their agreements are applicable and will defend this in court. The materiality of the...
At the end of 2018, I was given the honour of presenting the Bond University 2018 Valedictorian address. Below is an (edited) version of my speech which highlighted three points for the graduates’...
The telecommunications industry has (largely) enjoyed growth through consolidation and cost-cutting initiatives. Telcos missed the last opportunity when the over-the-top (OTT) players reaped the...
