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Vol. 3, No. 20 — For Fox sake
A media mogul takes a half-a-step back and leaves his son semi-in charge; A new report shows most NFTs are worthless; The market has corrected; Value in…
Sep 29
Vol. 3, No. 19 — Time to rejoyce
The unpopular boss of Australia’s biggest airline has quit; The Saudis have cut oil production to boost prices and fatten their wallets; Value in…
Sep 15
Vol. 3, No. 18 — This ain’t a scene, it’s an Arms race
Bankers have stuck a hefty price tag on Arm Limited; No commodity backs it, but paper money still has well-defined value; China's real estate market is…
Sep 1
August 2023
Vol. 3, No. 17 — We don't Work
WeWork is on the brink of collapse; Good companies don’t always make attractive investments; The market has started to correct; The French face a…
Aug 18
Vol. 3, No. 16 — That’s not a recession… that’s a recession
Australia will probably go into recession next year; How to use the Kelly method to optimise your portfolio; Stocks are overvalued; Value in luxury…
Aug 4
July 2023
Vol. 3, No. 15 — Value works, even if you're unemployed and live with your parents
Remaking the case for being a value investor. Stocks are getting expensive. A recession is unlikely, despite American families getting poorer in the…
Jul 21
Vol. 3, No. 14 — Growing pains
Growth doesn’t always create value; Stocks have started to look expensive; Bank lending has held up despite rate hikes; Value in foodservice…
Jul 7
June 2023
Vol. 3, No. 13 — A plague on both your houses
The housing bubble has burst; Stock prices have risen too high; Using the growth-share matrix and a simple valuation to identify star investments…
Jun 23
Vol. 3, No. 12 — Semiconclusterf***ed
Growth at an unreasonable price; Sinking energy prices will drag down inflation; The S&P 500 looks frothy; The French are staring down the debt-crisis…
Jun 9
May 2023
Vol. 3, No. 11 — Waiting for Godot
Holding cash while waiting for a fat pitch is overrated; America is unlikely to have a recession this year; Stock valuations have started to look…
May 26
Vol. 3, No. 10 — The glass ceiling
Lawmakers should remove America's debt ceiling; The S&P 500 is fairly valued; Energy stocks are cheap; The case of the missing deposits; Value in…
May 12
April 2023
Vol. 3, No. 9 — Landing a new tax
Existing taxes should be replaced with a single land tariff; Stock valuations have stabilised; Traders think a recession is inbound, but deficits and…
Apr 28
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