SkyCity Bang, Bang
After waiting 18 months for SkyCity (SKC) to announce the first sale in its asset monetisation strategy, it took only five days to get the second...
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Quiddity Australia M&A Guide 2019
This is part of a series of M&A guides that our Quiddity* team (see our profiles or the footnote below) are publishing to aid investors in...
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Quality Counts: A Screen of ASX 200 Earnings Quality
Despite relatively sluggish price performance, the ASX 200 has provided global investors with strong returns that have seen it outperform both...
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Using BORUC to Pick Asian Growth Stocks
Introducing the Bucephalus Operating Return on Utilised CapitalWe created BORUC, to reveal the true operating performance of businesses because...
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Low Tide on Aussie Growth Stocks
Growth isn’t Dead Yet. Value’s outperformance in the past couple of months is relatively small compared to past periods and we think the...
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