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IPO – What to look out for

In this short video, see Simon in a panel discussion about IPO's and what to look out for.  As with any investment you need to do your homework to understand the business and form a view of its investment potential.  Some of the key things to look out for include 1)...

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Sky TV – Outlook Short

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...

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What is Active Management

Active management means different things to different people, but what really matters is the outcomes of a particular investment approach. Watch Simon Shields talking about active investment management and what this means to Monash Investors and our goal of reliably...

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Coca-Cola Amatil – Outlook Short

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...

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Emerchants

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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