Lifting The Lid On Warren Buffett's Investment Secrets (Update)
In May, I published a report citing recent journal literature that sought to decompose Buffett’s Alpha. The authors attribute Warren Buffett’s...
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Taxing Times For Australia
The Government's release of Re:think, its tax discussion paper, is a welcome development, designed to kick-start the conversation with the...
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Valuations don't offer a compelling discount, despite strong fundamentals
We would be price-sensitive for this deal and would only go in towards the low-end. The deal is being priced at 12-14x EV/EBITDA which is in-line...
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