Beware the Chinese slowdown

Whilst we are business-focused investors who do not spend a whole lot of time on macroeconomics, it would be remiss of us to not acknowledge the slowdown facing the Chinese economy.

Read more

Australian technology: a minefield with some diamonds

Joe Magyer shares his views on the technology sector in Australia.

Read more

A high-quality growth stock with a very long runway

The recent correction in high growth names provided us with an opportunity to establish a starter position in what we believe is a high-quality business with a very long growth runway.

Read more

Two big reasons to go global

Although equities are widely-held by Australian investors, there is a strong domestic bias that gives many portfolios high sector concentrations. Better diversification requires a global focus.

Read more

How to spot genuine pricing power

A much less visible but even more powerful lever for the long-term investor comes in the form of pricing power.

Read more