A selection of articles written by our team to give insight into how we think about the world
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The year was 2021. Investors were swept up in the euphoria of roaring stock prices and tech-fueled optimism. Behind the scenes, one ASX tech company was generously massaging its revenue numbers to...
In financial markets, a peculiar paradox exists - inefficiency abounds, yet most active managers fail to outperform long-term. What behavioural short-comings of investors cause this? And what should...
In the dynamic and highly competitive world of business, mastering a niche can be a powerful pathway to greater success and growth. Companies like Audinate and PWR Advanced Cooling, offer a blueprint...
2023 provided investors with no shortage of events and developments to grapple with, whether it be ongoing geopolitical turbulence or incredible advancements in the field of artificial intelligence....
Our recent excursion across the United States offered us a unique perspective on the intricate dynamics of the healthcare industry and the socio-economic fabric of the country. Spanning five cities...
With artificial intelligence (AI) set to be a revolutionary technology over the coming decade, commentators are expecting widespread disruption. We think the future is, however, more nuanced. While...
For years, the investment community has been caught in a seemingly endless debate between two schools of thought: growth versus value. While investors, portfolio managers, and market analysts have...
The macroeconomic landscape faces escalating costs, high inflation, low employment, and dwindling consumer demand. However, investors must focus on business resilience, competitiveness, and strategic...
The first rumours of the California Gold Rush of 1848 were confirmed by a San Francisco newspaper publisher and merchant, Samuel Brannan. Brannan held a vial of gold walking through the streets...
Few customers are more passionate and valuable than the dedicated hobbyist. These high, recurring spenders act as a top-of-filter recruitment mechanism for new customers entering their hobby. But...
