At Monash Investors we look for recurring situations and patterns of behaviour to help inform our investment decisions. One situation is the drive by Boards and Management to exploit high returning opportunities in their core business. In the world of retailing new...
Emerchants’ has stable banking relationships with it’s UK & European banks that should be unaffected by the political uncertainty in the UK. Instead, we sees their expansion into the UK markets as an underappreciated opportunity. Based purely on the Australian...
Catapult recently acquired US-based sports video analytics company XOS Technologies for $US60 million ($80.1 million). The acquisition offers significant strategic value as it allows Catapult to leverage XOS’s sales team, who already have “very deep relationships”...
We knew there was something wrong at Sky Network TV (which is listed on both the ASX and NZX) when they posted their first fall in subscriber numbers in 20 years. Upon investigation, we found that NZ brokers were hesitant to say anything negative about Sky as many of...
Given the structural headwinds faced by CCL, we think that analyst forecasts are too high, as is the multiple that the market is placing on those earnings. It is not the low risk growth company that it once was. In shorting CCL, we draw confidence from identifying...
Emerchants is an issuer and processor of debit cards, ranging from reloadable cards through to traditional, single-store gift cards. It allows businesses to custom brand cards, for use by their customers or employees, and to limit that card use to certain stores or...
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