Valuations Stretched on ASX-Listed Corporate Hybrids
In November 2016 we stated a large proportion of redemptions would be reinvested in existing corporate issues to achieve some degree of sectoral...
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Australian Growth Stocks: The Big Short (Still)
Four months ago, Evidente published a post suggesting that Australian growth stocks were over-priced The Big Short: Australian Growth Stocks and...
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Longs & Shorts from Sohn Sydney Conference
With all the political excitement last week, the first Sohn Sydney conference on 11th November does not appear to have received much airtime within...
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Re-Visiting the Big Short: Australian Growth Stocks
Last month, Evidente documented that the valuation dispersion between value and growth stocks was without precedent; the median book multiple of...
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The Big Short: Australian Growth Stocks
In a recent update to investors, founder and CEO of Platinum Asset Management, Mr Kerr Nielson, cited that global conditions had been challenging...
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