23rd June 2017 Jun 23
16th June 2017 Jun 16
When a 'crash' is not a crash, Channel 10 and "Market Darlings"
18th March 2016 Mar 18
Elliot shaking things up at BHP. Trump Rally stalls. UK votes
2nd June 2017 Jun 2
As Altair Asset Management is cashing up, First Samuel remains true to our investing approach.Read the article
26th May 2017 May 26
Positioning investments in a difficult economy
The deteriorating consumer environment is adversely affecting not only retail stores (e.g. Myer) but also more broadly. Clients are well positioned.Read the article
19th May 2017 May 19
Fairfax, Oroton, Coca-Cola, Wesfarmers.
TPG, the private equity player of Myer fame (or should that be infamy), beavered away last weekend, and decided to up its takeover offer for Fairfax Media.Read the article