Investor Insights

February 9, 2021

Why I don’t think we’re headed for a correction

By Roger Montgomery

Over the last few months, increased risk-taking by investors has led to ballooning prices for loss-making businesses, IPOs in unprofitable firms, and speculative ‘assets’ like cryptocurrency. This is usually a signal that the market is too hot, and is due for a correction. Is the market at risk of an imminent collapse?
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February 5, 2021

Bingo catches a bid. Who could be next?

By Dominic Rose

Bingo Industries (ASX:BIN) confirmed in late January that it has received an unsolicited, indicative takeover proposal from a consortium led by private equity firm, CPE Capital (formerly known as CHAMP Private Equity), and including a Macquarie Infrastructure Fund (Macquarie Infrastructure & Real Assets, MIRA). The cash offer price of $3.
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February 5, 2021

What to make of the Gamestop short squeeze?

The developments in recent weeks in relation to trading in Gamestop, a US-listed mall-based retailer of video games, have been fascinating for a whole host of reasons.   Not the least of these has been how poorly-understood the whole episode has been.
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January 25, 2021

Key things to look for in the February reporting season

  In this week’s video insight Joseph discusses the upcoming reporting season.  We enter the February 2021 reporting season in a very different state to August last year, where expectations for the broader market had been revised downward due to concerns over the impact of coronavirus.
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January 22, 2021

Why we invested in the Cashrewards IPO

By Gary Rollo

Among the plethora of IPOs in the back half of 2020 was one that caught our attention and passed our filters – Cashrewards (ASX:CRW). This is an innovative company with a very attractive business model.   And it’s only just getting going.
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January 18, 2021

City Chic accelerates global expansion

By Dominic Rose

In the week before Christmas, City Chic Collective (ASX:CCX) rewarded patient investors with what looks to be a highly strategic acquisition; securing the e-Commerce and wholesale assets of UK plus-size women’s retailer Evans from the Arcadia Group (debt-laden owner of Topshop) which recently entered into administration.
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January 13, 2021

The winners and losers of 2020

By Scott Phillips

A lot will be written about events in calendar year 2020 and the impact COVID-19 had on many facets of our lives, not to mention the huge volatility in financial markets.
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January 6, 2021

Part 2 Ageing populations mega trend

By Gary Rollo

  In this second video interview Gary Rollo catches up with Ingenia Communities Group (ASX:INA) Chief Executive Officer, Simon Owens to discuss the company’s strategy for profitably growing through Australia’s ageing demographics investment theme. Every day in Australia around 650 people turn 65, and that’s going to continue for the next 30 years.
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January 4, 2021

Farewell 2020, Hello 2021

By David Buckland

Sunday, 8 March 2020, was not only International Women’s Day, but the ICC Women’s World T20 Cricket final, played between Australia and India at the Melbourne Cricket Ground, attended by over 86,000 spectators.   (Australia won by 85 runs). Ten months later, over 85 million people globally have been infected and 1. 85 million people have passed-away from COVID-19.
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