A$ buy signal strengthens | Investment case against Brambles
This post provides an update of Evidente’s currency model. Under-valuation of the A$/US$ has now reached an extreme, while the Big Mac index also...
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Dissecting Quality: When Does Management Quality and Corporate Governance Matter Most?
Most active funds tout their ability to discriminate between good and poor quality management, and accordingly weight their portfolios towards...
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Mader Group's Competitive Advantages
Mader Group’s casual workforce model, diversification into segments beyond mining maintenance, and strong earnings growth rate, have Macquarie...
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HMC Capital - The Overnight Report: Winners Out, Laggards In
A global perspective on what happened overnight
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ASX Short Interest Weekly (Jun 6th): IDP Education, Sigma Pharmaceuticals, Evolution Mining, CSL
We analyzed ASX short interest report for the past week and highlight short interest changes in IDP Education, Sigma Pharmaceuticals, Evolution...
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