Latest Commentary




One of my funds top five holdings – the world’s leading luxury goods manufacturer and retailer LVMH – has already released an update to the market that defied all the pessimists.

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On Monday, James revealed 4 interesting candidates in the ASX-listed cyber-security world – but he meant to write about 5! So he’s done this extra one for you today.

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A combination of several factors has seen Nike deliver incredibly steady revenue growth for an extended period of time. Here’s why I think this will continue.

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Down in the sub-$1 space, there are plenty of interesting opportunities on the ASX – although investors who like to fish in these areas can’t always expect to see profits and dividends, and thus, ..

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