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Insights

4 June 2020

Building a rock solid balance sheet

Victor Gomes shares his view on the most important elements to focus on when assessing the strength of a company’s balance sheet.

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Gold bars
12 May 2020

Repositioning our gold exposure

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.

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21 February 2020

A transformational year for Bingo

Stephen Wood discusses Bingo Industries following the announcement of their results.

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30 January 2020

Profiting from IPOs

Do IPOs in Australia provide a good return for investors? Stephen Wood shares Eiger’s view.

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EV
24 December 2019

Structural tailwinds for 2020 and beyond

As we head into a new year, we look at two structural tailwinds not to be ignored in 2020 and beyond.

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4 December 2019

Site visit – Ingenia Communities

The team share their findings from a trip to the NSW central coast to visit Ingenia’s (INA) retirement community parks.

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14 October 2019

Small cap investing – initial position sizing

David Haddad discusses Eiger’s view on sizing intial positions in a company.

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31 July 2019

Site visit – New Zealand

Stephen shares his insights from two days of site visits in NZ.

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Bingo
17 July 2019

Site visit – Bingo Industries

Stephen Wood shares his thoughts on Bingo Industries following a recent site visit.

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10 July 2019

Eight key factors to look for in successful companies

Victor Gomes outlines the key factors that distinguish a successful business.

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