SELL WiseTech (WTC AU): Slowing Growth, Negative Real Cashflow and Blackbox Accounting
Adobe (ADBE US), the original Software as a Service (SaaS) success story, showed that online conversion could drive revenue, operating leverage and...
512 Views
Global Equity Strategy: Stay on the Defensive
Deterioration for ACWI ex-US, EAFE, and EM, continued bearish-leaning indicators, and the downward trajectory of bond yields leads us to remain...
575 Views
FINEOS IPO: Full Valuation Entails Patience
FINEOS (FCL AU)Â is a leading vendor of core software to the life, accident & health (LA&H) insurance industry. FINEOS will commence trading...
586 Views
FINEOS IPO Review - Capitalised Costs to Look Profitable
FINEOS (FCL AU) is looking to raise US$150m in its upcoming Australia IPO. FINEOS has demonstrated strong revenue growth in FY2018 amidst its...
592 Views
Aussie Equities Model Portfolio Update (June): Buy Protection and Cyclical Extension
Buy Australia for its Defensive Qualities. Australia outperforms during periods of global uncertainty and when global interest rates are...
707 Views