Tony is a former managing editor of BRW, Shares, Personal Investor, Asset and CFO magazines. He specialises in small listed companies, IPOs, entrepreneurship and innovation and writes a weekly blog for The Sydney Morning Herald/The Age on small companies and entrepreneurs.
Recent Commentary
Why I like packaging company Orora
The move to reduce packaging has huge implications for packaging providers. I see this trend as a long-term tailwind rather than headwind for high-quality packaging companies that can move up the prod..
Is it the time to buy Emerging Markets?
The MSCI Emerging Markets Index is full of billion-dollar companies such as Samsung Electronics, Tencent Holdings and Alibaba. Emerging Markets is still a risky asset but its risk profile has changed ..
Powerful trends put self-storage REITs on watchlist
Anecdotes from friends got me thinking about the potential of self-storage property and how this asset class sits at the intersection of some powerful trends and whether it’s time to revisit self-st..
4 alluring thematic ETFs
Thematic ETFs are huge in the U.S., less so here. Investors can choose from obesity ETFs, video-game ETFs, biblical ETFs, whiskey ETFs, marijuana ETFs and Millennials ETFs. They offer a diversified en..
Short sellers sold short by both sides of Federal politics!
Plenty of savvy short-sellers have good ideas. As analysts gush about a high-flying stock, the shorts are identifying holes in its earnings, governance or management credibility. It pays to understand..
Should you invest in an IPO?
While small IPOs have challenges, a few of my best ideas for this Report – IDP Education and Reliance Worldwide Corporation – listed on the ASX in the last few years. I follow the IPO market close..