InflationInsightsValuation August 15, 2022 Déjà Vu All Over Again Recession fears and bargain prices in quality small caps (Aug-22) kevin.kuan@pinnacleinvestment.com Love0
InsightsInvestment ProcessValuation May 11, 2022 Surviving Hope Mountain Quality in Focus (May-22) Simon Kawaguchi Love0
ESGInsightsValuation July 27, 2021 Investors Can Do Well If Companies Do Better On ESG ESG matters (Jul-21) Linn Harju Love0
InflationInsightsValuation December 31, 2020 Three observations for year end Expectations and forecast for 2021 (Dec-20) Linn Harju Love0
BehaviouralInsightsValuation July 31, 2020 Speculative bubble hiding in plain sight History shows hundreds of failures never lived up to their early stage market cap. (Jul-20) Jarrad Brevi Love0
InsightsValuation December 28, 2019 2019 ASX small cap observations Our 2019 Australian small cap observations (not forecasts). (Dec-19) Jarrad Brevi Love0
InsightsValuation September 29, 2019 Rotation to value? Mr Market drops first track During September we witnessed a sharp swing in returns from value stocks relative to growth stocks. (Sep-19) Jarrad Brevi Love0
InsightsReportingValuation July 20, 2019 The link between valuation and momentum Reporting seasons bring surprises – but by definition we don’t know where. (Jul-19) Jarrad Brevi Love0
InsightsValuation May 30, 2019 Amazon and Damodaran prove valuation is hard Previous Amazon valuation attempts shows just how difficult investing can be. (May-19) Jarrad Brevi Love0