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  1. Wesfarmers – Was Coles worth it?

    The supermarket world was in turmoil when Wesfarmers ponied up $19.6 billion back in 2007 for the Coles Group of retail companies. More accurately, it was Coles that was in trouble while Woolworths was the clear number one operator by … Continue reading

  2. Bega Cheese – Happy Little Vegemites

    Your breakfast table might be deemed un-Australian without the yummy products from the good people at Bega Cheese, including the iconic Vegemite spread. The company’s name belies its ambition to be a strong staple food business beyond its dairying origins. … Continue reading

  3. REA – Housing Houdini

    Chicken Little is scuttling about proclaiming the Australian housing market party is finally over and the roof is about to cave in. To the contrary, REA Group, whose business seemingly depends entirely on the health of the residential property market, … Continue reading

  4. The Biggest Winner – Airlines vs Airports

    It’s a symbiotic relationship between airlines and airports but occasionally, the airlines try to depict it as predatory. After announcing a $1.6 billion profit before tax for the 2018 financial year, the largest in its history, Qantas is rallying its … Continue reading

  5. Nine’s Love Child

    For decades, Nine and Fairfax have been the meat and veg of Australian household news and information. But as Australians’ media diet has evolved into something a little more sophisticated, it is their progeny that will potentially spice things up … Continue reading

  6. Shriro – paying you to wait

    August is the month for civil uprisings, European beach holidays, and confessions, at home, of corporate half year reporting season. Alexander Dubček led the 1968 Prague Spring uprising, instigating liberal reforms or “socialism with a human face.”  And history students … Continue reading

  7. No brainer?

    I like to fossick through the market from time-to-time, digging through the Micro Caps to see what’s new. One company’s been on the radar for a while, but it’s always looked like it needs more time or capital and I’ve … Continue reading

  8. Kimber Capital appointed as Co-Manager – PTrackERS

    Australia’s got to be the best place to live in the world doesn’t it? It’s a great place to invest too. Well, it’s certainly been very good to me and my clients over the years. That’s not to say that … Continue reading

  9. Throw another prawn

    So Australia’s out of the Cup. We can stop pretending that we’re a soccer nation and get back to the real footy! The winter solstice has passed and we’ll be throwing prawns on the barby soon enough! Speaking of prawns, … Continue reading

  10. The keyboard is mightier than the sword

    The pen is mightier than the sword, so the saying goes. Although I guess that would be the keyboard now. It certainly seems accurate given the carnage a few Trump Tweets can sow. A jab at Amazon here, a couple … Continue reading