In this update we detail why we’ve increased our exposure to gold and the three gold names we think have a chance at increased earnings.
Stephen Wood discusses Bingo Industries following the announcement of their results.
As we head into a new year, we look at two structural tailwinds not to be ignored in 2020 and beyond.
The team share their findings from a trip to the NSW central coast to visit Ingenia’s (INA) retirement community parks.
David Haddad discusses Eiger’s view on sizing intial positions in a company.
Stephen shares his insights from two days of site visits in NZ.
Stephen Wood shares his thoughts on Bingo Industries following a recent site visit.
Victor Gomes outlines the key factors that distinguish a successful business.
Victor Gomes shares top picks and what Eiger are looking out for. This article was originally published on Stockhead.