Recent Commentary
Professional’s Pick: Big River Industries (BRI)
There are four main reasons Sebastian Evans likes Big River Industries, including its cash flow generation.
Professional’s Pick – MNF Group (MNF)
MNF is a software-based telecommunications business with clients including Skype and Aldi Mobile.
Rhipe – investing in the cloud
In this week’s Fundie’s Favourite, Sebasitan Evans from NAOS Asset Management explains why he likes cloud service provider Rhipe.
Billabong finds its beat
Fund manager and managing director of NAOS Asset Management, Sebastian Evans, believes in the power of Billabong’s brand.