ANALYSIS: As we head into 2025, here are some of the themes we believe will dominate the Australasian investment markets.
ANALYSIS: China’s plans to boost its economy are likely to have significant global implications.
ANALYSIS: Synlait Milk is a case study for when asset backing is no longer enough to support valuation.
ANALYSIS: The initial dopamine hit of expanding into a new market is often fleeting as reality bites and the realisation of what you bought sets in.
ANALYSIS: Understanding flows of money between different sectors of the economy can help us understand the source of profits across the corporate sector.
ANALYSIS: Google’s monopoly in what we call ‘search’ is illegal.
ANALYSIS: Consider the actual economic profit or earnings relationship to concentration, as concentration itself isn’t a factor to be feared.
ANALYSIS: Looking at one of the most important decisions an investor can make.
ANALYSIS: For investors trying to productively allocate the research time in their day, they clearly need to consider a range of factors.
ANALYSIS: Largest driver in growth of fixed assets for Amazon, Microsoft, and Alphabet is growth in demand for cloud services; two other drivers could be cause for concern.
