Latest insights – the Long and Short of It
- May 10, 2019
The starting gun has been fired. Wesfarmers (WES.ASX) and Kidman Resources (KDR.ASX) this morning announced a proposal that would see Kidman...
- February 12, 2019
Reading through Patrick Poke’s article yesterday analysing Seth Klarman’s annual letter for Baupost Group (“Klarman: A Buying Opportunity”), a particular
- February 8, 2019
It was a trade in Centrebet that changed Luke Cummings’ career. Not because he got lucky. But rather because a 2011...
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