30 April 2025

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Howard Marks: the investing game has changed Welcome to Firstlinks Edition 605 with weekend update Pros and cons of Labor's home batteries scheme Designing a life, with money to spare World's largest asset manager wants to revolutionise your portfolio

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Company Analysis

1-10 out of 10 results.

Toyota: How the hybrid engine regeared the investment case

Leon Rapp
13 March 2024
4

While other car giants committed early to an electric vehicle future, Toyota said that hybrids offered the most practical pathway to lower emissions. That decision looks prescient, and points to a bright outlook for the company.

RCR Tomlinson collapse gives lessons for retail investors

Marcus Padley
28 November 2018
9

Large companies supported and promoted by investment managers, brokers, analysts and investment banks have disappeared quickly sometimes. Retail investors should manage equity risk by diversification.

What we look for on company site visits

Robert Miller
25 October 2017
3

A company site visit can reveal far more than an annual report or a presentation in an office, and it’s the hidden insights that are easy to miss that are the most valuable clues.

Behind the headline profit numbers

Hugh Dive
13 October 2016
3

There's more to a company's profitability than the headline dollar figure. Measures such as return on equity, return on assets and profit margin can provide a much better and balanced perspective.

What to look for in a profitable turnaround

Mark East
13 October 2016

Turnarounds are not easy. As Warren Buffett said: "When a management with a reputation for brilliance tackles a business with a reputation for bad economics, it is usually the reputation of the business that remains intact."

Why bother with company visits?

Chris Stott
14 April 2016
3

Although companies adhere to a continuous disclosure regime, it's hard to replace the value of company visits for active managers, who glean insights and understandings that financial reports and ASX statements fail to convey.

Lessons from Peter Lynch and Dick Smith

Graham Hand
28 January 2016
5

Applying the strategy employed by investing legend, Peter Lynch, might have helped understand the demise of electronics retailer Dick Smith well before most equity analysts saw it in the numbers.

Lessons from the Volkswagen scandal

Tony Adams
12 November 2015
1

When a company fraud is uncovered there are many losers, and companies are not run to benefit bondholders. The main protection against such unforeseeable risks is to maintain a well-diversified portfolio.

Beware of investment bankers bearing gifts

Hugh Dive
26 June 2015
1

Investors face a barrage of glowing research from investment banks trumpeting the blue sky potential of new companies seeking to be listed on the ASX. It’s crucial to ignore the spin and focus on the business itself.

You the speculator

Roger Montgomery
13 February 2013

Unwittingly, you are probably a speculator rather than an investor and this series of articles will encourage you to turn your back on speculating forever.

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Welcome to Firstlinks Edition 605 with weekend update

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