Why Coke Isn’t It

Coca-Cola is one of the best known brands on the planet. Coca-Cola Amatil (ASX: CCL) has an exclusive franchise granted by The Coca-Cola Company (NYSE: KO) to sell their products in Australia, NZ, Fiji and a large part of Indonesia. KO owns 30% of CCL, it sells CCL...

Skydive the Beach set to soar

Skydive the Beach (ASX: SKB) is an adventure tourism company. SKBs principal activity is the provision of tandem skydiving and it is named after its original skydiving site on a beach in Wollongong. The skydiving industry has historically been dominated by smaller...

Emerchants USA opportunity

On our recent trip to the USA, one of the companies we visited was EML Payments (ASX:EML).  In this short video, Simon discussed the significant business opportunity management is pursuing in the B2B Virtual Payments market.  This is a business opportunity we expect...

Simon’s US Trip, June 2017

Earlier this month I spent a week in the US visiting some of the overseas operations of Australian listed businesses held in the portfolios we manage – both long and short. A thorough understanding of a business, and the challenges and opportunities it faces, is...

Goals Based Investing

Investors hoping for more certainty with regard to their investments are increasingly shifting towards a goals-based approach to wealth management, writes Monash Investors’ Simon Shields Click here to read piece from Investor Daily Search for: Recent Posts Recording...

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