1+ day, 13+ hour ago   (98+ words) The great irrational mispricing is real in commodity markets AFR Time and again we see investors abandon assets at the wrong point in the cycle. Like now, where an under allocation to gold and hard assets is illogical. One of…...

5+ day, 6+ hour ago   (98+ words) Banned Garry Crole shares First Guardian and Shield’s lessons from Warren Buffett AFR The Oracle of Omaha’s annual letter to shareholders has inspired a litany of copycat newsletters. When Warren Buffett famously declared “it takes 20 years to build a reputation…...

1+ week, 5+ day ago   (96+ words) AFR For more than five years, shareholders in Wilson Asset Management’s flagship WAM Capital have relied on a steady annual dividend of 15.5¢ a share, paid consistently regardless of how much money the listed investment company was making. That all changed…...

1+ week, 6+ day ago   (91+ words) AFR Will Vicars and Mike Messara’s Caledonia Investments has hauled in $375 million (minus fees) from the fund manager’s Monday night block trade in $10.2 billion gaming machines maker Light & Wonder. Light & Wonder chief executive Matt Wilson. A poor run by the…...

2+ week, 1+ day ago   (124+ words) AFR Greg Lippmann’s subprime short pitch deck made its way to Sydney back in 2007. Last week he reconnected with an old friend to talk about what’s next. Greg Lippmann says he gets asked the same question all the time. What’s…...

2+ week, 5+ day ago   (50+ words) AFR HMC Capital has about $5 billion ready to deploy across private credit, real estate and digital infrastructure, as the alternative asset manager looks to put capital from new institutional investors to work and accelerate earnings growth....

2+ week, 5+ day ago   (74+ words) AFR Quadrant Private Equity-backed Herron Todd White, the country’s largest residential valuation firm by volume, is scaling up. One month after snapping up Knight Frank’s Brisbane operations, Street Talk can reveal the 58-year-old company has swooped on Mitchell Brandtman, bankrolling…...

2+ week, 6+ day ago   (62+ words) AFR Pushing against Labor’s big-government model, the Business Council of Australia is turing to voters to drive reform. The Business Council of Australia has enviable, high-level access in Canberra’s halls of power. Unfortunately, that hasn’t translated into meaningful policy influence…...

3+ week, 21+ hour ago   (101+ words) AFR Claudia Kwan is not your typical stock picker. She does not invest in the big banks, gas companies, data centres or mining giants that dominate the ASX. And yet, she has beaten the market by more than 20 per cent…...

3+ week, 1+ day ago   (108+ words) AFR Xero chief executive Sukhinder Singh Cassidy has defended a decision to raise subscription prices amid a backlash from customers, arguing that the company was adding more value to its products each year, which justified the increase, and describing the…...