Latest Insights

Time to be a debt detective

The size of a company’s debt isn’t the only thing that matters. Godfrey’s Group and iCar Asia shareholders take note: to whom the debt is owed is just as important.

14hrs ago

Why boring can be brilliant

Just because you’re seeking above-market returns doesn’t mean you should completely ignore the stock market’s plodders.

3wks ago

What makes Cochlear superior to BlueScope?

Cochlear demonstrated these six characteristics when we upgraded the stock to Buy in 2004. Look for them if you want to buy a wonderful business at a fair price.

1mth ago

How CBL went bust in a month

The sudden demise of this former high-flyer is a stark reminder of the importance of understanding and managing risk.

2mths ago

Rotten Food Group

If you’re surprised by Retail Food Group’s implosion then this article is for you.

2mths ago

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