Last Week In Event SPACE: TEPCO, Swire, Mitsui O.S.K. Lines. CK Hutchison
It’s Sunday! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed during the...
321 Views
ASX Short Interest Weekly (Mar 13th): Insurance Australia, CSL, Transurban, James Hardie Industries
We analyzed ASX short interest report for the past week and highlight short interest changes in Insurance Australia, CSL, Transurban, James Hardie...
198 Views
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...
6.1k Views
Introducing Long Term Leaders - Focussed Insights for your Core Holdings
We are pleased to announce the roll out of our latest content vertical: Long Term Leaders. Under this category,  we have identified companies that...
497 Views
The Matrix: A Strategist's roving thoughts: Swiss Francs, Europe, Alibaba
Key Call: STILL people are not catching up and/or doing the work on KVP’s high conviction long DollarSwissy call, I know, I know, it’s downright...
467 Views