Beware Complacency Around Australian Small Cap REITs Risk Exposures
In this post, Evidente extends its systematic model of earnings certainty to Australian small caps. The out-performance from large caps with high...
327 Views
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...
629 Views
Crown Resorts' Australian Casinos Continuing to Show Resilience
Lost amidst the sea of pessimism on Crown Resorts' exposure to Macau (via 34.3% ownership of Melco Crown) is the continuing resilience of its...
373 Views
Crown Resorts (CWN AU): Setup, Australia Holds Firm Whilst Macau Continues to Slip
Poor conditions in Macau have hit the Crown Resorts share price by quite a large degree with the stock down 33% to $10.12 (from February highs of...
408 Views