December 28, 2019
2019 ASX small cap observations
Our 2019 Australian small cap observations (not forecasts). (Dec-19)
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)
July 20, 2019
The link between valuation and momentum
Reporting seasons bring surprises – but by definition we don’t know where. (Jul-19)
May 30, 2019
Amazon and Damodaran prove valuation is hard
Previous Amazon valuation attempts shows just how difficult investing can be. (May-19)