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Australian Market at All-time Highs: Are we in a bubble?

Australian Market at All-time Highs: Are we in a bubble?

Jun 25, 2021

The Australian market this month has reached record highs, fully sealing a market recovery from the March 2020 low amidst covid-19 panic and lockdowns. And as the market continues to climb, thumbing its nose to negative economic data, it has prompted an increasing... read more
Breaking down the online retailers landscape

Breaking down the online retailers landscape

May 27, 2021

A few weeks ago, I tweeted the following in a discussion on Kogan, the pure online retailer who had provided a weak update to the market as the tailwinds e-commerce received from the Covid shutdowns were beginning to abate: Since then, pure online retailers have... read more
What Appened?

What Appened?

Mar 11, 2021

It has been a wild year for Emerging Companies Portfolio stock Appen, with the artificial intelligence tech enabler seeing its share price plummet below $20 when Covid hit in late February 2020. Previously the Appen stock rallied hard with many tech peers over the... read more
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