Let's start with CSL's leadership change, because it sets the tone. Paul McKenzie has stepped down as chief executive, and the board has appointed long-time CSL executive and current director Gordon ...
Sigma Healthcare Limited (SIG) is a full line wholesale and distribution business to community pharmacy. Sigma actively seeks to engage in and influence industry discussions to contribute to ...
Under ASX rules large investors and investment funds must disclose when they own more than a 5% stake in L1 Global Long Short Fund Limited (GLS). However, you won't necessarily see their names in the ...
What is the current share price of Ophir High Conviction Fund (OPH)? Ophir High Conviction Fund's (OPH) current share price is $2.87. This constitutes a price movement of 3.04% when compared to the ...
Investors can learn a lot from failure with BHP's third unsuccessful attempt to lure Anglo American into a merger, the latest strong hint that copper is likely to be next year's top commodity. Already ...
In May this year, we did what we haven't done in a decade—venture into gold mining stocks. Cynics may suggest we were chasing the latest market fad, but rest assured, we aren't for chasing. The turn ...
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In Part 1, we explained how Constellation Software uses decentralisation and alignment to avoid the common pitfalls of the roll-up strategy. We'll now shift our focus to why this can continue by ...
There is a drought on the ASX. Last year, just 29 businesses listed on the stock exchange, a 20-year low. Among that rabble was Cuscal, an unlikely rebel that listed quietly but has now popped onto ...
One disappointing result is forgivable; a second hints at deeper trouble. But a third? Enough is enough, CSL's management doesn't have a grip on the company's financials. CSL's share price is down 15% ...
Mastercard and Visa had another good year despite their share prices going nowhere. In the three months to December, Visa grew revenue excluding currency changes by 13% to US$10.9bn and earnings per ...
There aren't many 60-year-old businesses on the ASX with $6bn in revenue that you've never heard of. Ventia, however, might be a contender. The company has built itself into a giant of essential ...
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