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Scott examines the friction between RBA interest rate hikes and current Australian Government spending, questioning why fiscal policy is still adding heat while the bank is trying to cool the economy.
Scott examines the friction between RBA interest rate hikes and current Australian Government spending, questioning why fiscal policy is still adding heat while the bank is trying to cool the economy.
Benny Ou shares his latest observations from the most recent reporting season, highlighting how a jumpy market has at times become disconnected from underlying business fundamentals. He dives into the two massive themes currently dominating the investment landscape—market volatility and the rapid integration of artificial intelligence—and how these forces are aggressively repricing companies across the…
In this latest video update, Scott Phillips, Vincent Wales and Mitchell Lawler dive into the critical relationship between persistent inflation and the long-term performance of our Scorecard companies. The team explores the concept of “alligator jaws” and why the ability to control input costs while maintaining sales growth is the ultimate litmus test for business…
Scott Phillips and Vincent Wales dive into the nuanced world of evaluating leadership, debating whether a great manager is a vital competitive advantage or if a business should be simple enough for anyone to run. The duo explores the importance of emotional intelligence and alignment with shareholder values, particularly highlighting why they often favour founder-led…
Benny tackles the software sell-off: Are AI advancements like Claude a threat or a distraction? Learn why “mission-critical” software like Xero offers a compelling entry point for long-term investors.
Scott Phillips and Ed Vesely review early earnings results. Learn why steady distribution growth and long-term cash flow outshine market volatility and flashy headlines.