JBH & The Good Guys: Hunting For Some Animal Spirits
Edgware released the report âJB Hi Fi: From Good to Greatâ in November last year (attached) along with key exhibits and updated earnings.We drew on...
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What the Capex Cliff Means for Australia's 'Big Short'
In the past week, two bottom up developments have dominated the financial market news flow in Australia: the belated announcement of CEO...
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Woolworths Cuts Its Losses and Exits Home Improvement
Woolworths has announced that it intends to exit its home improvement businesses, Masters Home Improvement and Home Timber & Hardware.This...
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Wesfarmers Looks to Replicate Its Bunnings Success in TheUK
Wesfarmers announced that it has made a conditional offer to acquire UK home-improvement retailer Homebase from Home Retail Group for GBP 340...
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Lifting The Lid On Warren Buffett's Investment Secrets (Update)
In May, I published a report citing recent journal literature that sought to decompose Buffettâs Alpha. The authors attribute Warren Buffettâs...
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