Sony - Upward Revision Exceeding Even Our Expectations
Traditionally, Sony's business model was to pile them high in the Christmas quarter and write down inventory losses in the March quarter, so that...
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Tatts / Tabcorp: Gambling on a Merger
Back in November 2015, it was widely reported that Australian gambling operators Tabcorp Holdings Ltd (TAH AU; TAH) and Tatts Group Ltd (TTS AU;...
283 Views
Lessons From the Next Generation of Moats in the Fast-Casual Restaurant Industry
On the surface, there would appear to be challenging times ahead for the restaurant industry, with year over-over traffic declines across much of...
508 Views
News Corp - Print Is Alive & Well
News Corp is a deep value play heavily discounted by the market as its various business segments are seen to be in structural decline at risk of...
206 Views