Rudi's View: Charter Hall, Droneshield, Pinnacle, WiseTech & More
Update on changes to and revisions of analysts' Best Ideas and Conviction Calls, as well as Model Portfolio compositions
271 Views
Portfolio Update: December 2024
Welcome to my last portfolio update! Yes, you read that right! In the coming weeks, I’ll be announcing why I stop publicly sharing the details of...
464 Views
Duratec Limited (DUR) - Sector Tailwinds for Remediation Contractor
Investing in contractors is inherently risky, whether it is fixed cost contract blow- outs, lower capex budgets for customers or competitors taking...
252 Views
Portfolio Update: October 2024
I recently listened to one of my favorite investing podcasts, The Investors Podcast. In this episode1, host Clay Finck interviewed finance...
267 Views
Portfolio Update: August 2024
Welcome back to the portfolio updates series! This month, I enjoyed a long vacation with my family, spending three weeks traveling through Italy...
435 Views