March 13, 2025
Key takeaways from reporting season
A rundown of small-cap reporting season. (February-25)
August 17, 2021
Stockhead: Forget ‘growth’ or ‘value’, ASX fund managers want quality — and here’s how one fundie judges it
This Stockhead article follows a recent interview with David Wanis, where he discusses why Longwave believes quality stocks are more important than 'growth' or 'value' stocks. Read full article.Disclaimer This communication is prepared by Longwave Capital Partners (‘Longwave’) (ABN 17…
August 17, 2021
The Rise of Intangibles (and Fall of Earnings Quality)
Shift from tangible to intangible assets (Aug-21)
February 24, 2021
Nobody goes there anymore, it’s too crowded
Understanding company fundamentals is key (Jan-21)
August 10, 2019
When ‘professional scepticism’ is needed
Why we must employ 'professional scepticism' when analysing financial statements. (Aug-19)