Luke Howard, Portfolio ManagerOct 22, 20206 min readWelcoming a new Aussie broadband challenger to the ASXFor anyone who has followed the ASX telco sector in recent years the challenges presented by the rollout of the Government’s National...
Anthony Kavanagh, Portfolio ManagerOct 7, 20207 min readWho's your counterparty?Amazon, Google, Woolworths, Tesla. No this isn’t an Ari Gold sales pitch(1) but rather a list of recent contract announcements by ASX...
Anthony Kavanagh, Portfolio ManagerSep 22, 20205 min readWhy it pays to follow the insidersThere is an asymmetry of information in markets which is one of the key reasons buyers and sellers are willing to transact at a given price,