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venture capital
1 May 2019

Venture Capital. Flying unicorns or an elephant in the room?

The growing popularity of Venture Capital has enabled some remarkable and innovative businesses.

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1 December 2018

Volatility Harpoon. What worked and what didn’t?

A look at how recent movements in share prices corresponded to changes in earnings expectations during the period.

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1 September 2018

What Has Changed?

Equity markets crumbled further, is this an episode of volatility or has a feature of the broader landscape fundamentally changed?

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1 June 2018

An Eruption of Disruption?

Commentary suggests that disruption is a new ‘theme’ which investors should gain exposure to at any price, a view we find overly simplistic.

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1 March 2018

Hey Facebook! There’s a snail in my bottle

An old legal precedent has guided how businesses operate and partly explains the explosion of disclaimers we see in everyday life.

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1 December 2017

China’s strategy is changing, investors need to prepare

The industrialisation of China has played a significant role in shaping the current universe of Australian Small Companies.

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1 June 2017

Patience – The Final Frontier?

Markets have recovered lead by easy money and gradual economic growth, and patience continues to provide a rewarding frontier.

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1 March 2017

Quarterly Thought Piece

Market expectations were met and companies ensured the market is informed of what their earnings should look like for the year.

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1 December 2016

Aged Care – elderly who are expected to live for longer

The residential aged care sector has come under persistent scrutiny from a federal government eager to extract savings.

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