November 27, 2023
Longwave ESG enhancements
ESG Observations and FY2023 Proxy Voting Report (November-23)
November 13, 2023
Long and variable lags coming home to roost
A look at the looming corporate debt cliff impacting Small-caps (Oct-23)
October 12, 2023
Buy Australian
The hidden opportunity for wealth creation that sits right under our nose (Sep-23)
July 19, 2023
The (poor) case for indexing small caps
A look at biases embedded in the S&P Index vs Active (SPIVA) survey (Jun-23)
May 15, 2023
Average is scarce in the stock selection process
Why finding a unicorn stock is so hard (Apr-23)
April 19, 2023
Are we there yet?
When will markets bottom and when to re-allocate to small caps? (Mar-23)
February 13, 2023
Reporting season surprises and analyst views
Reporting seasons bring surprises – but by definition we don’t know where. (Jan-23)
January 19, 2023
The Rise Of The Machines And A Triumph Of Process
How humans and machines can work together (Dec-22)
April 20, 2019
Renewable energy can’t be ignored
3 mega trends driving economic disruption that rivals the microprocessor or the Internet. (Apr-19)