A Salute to Corporate Australia
The resilience of Australia's corporate sector over the past five years has confounded many global investors. Aggregate profitability has not...
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A loss of trust and the quiet revolution in corporate governance
Commentators and analysts continue to be vocal critics of the insatiable appetite for income that investors have developed in recent years. The...
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The Jamie Durie Index Re-visited: No property bubble yet
Inspired by Professor Robert Shiller’s best seller, Irrational Exuberance, I developed the Jamie Durie Index over a decade ago to provide a...
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Lifting the lid on the Sage of Omaha's investment secrets
More than 40,000 people undertook the pilgrimage to Nebraska to attend Berkshire’s Hathaway’s AGM on May 2nd.  They had good reason to listen to...
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An open letter to Woolworths CEO, Grant O'Brien
Much hinges on Woolworths’ investor strategy day on Wednesday, in light of the stock’s poor performance in recent months. In an open letter penned...
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