Our Blackwattle Investment Partners Mid Quality Cap team discuss the ASX insurance brokers amidst a flurry of corporate activity across the sector.
Article
27 May 2024Article
26 May 2024Membership Crackdown Could Hurt Kogan.com’s ‘North Star’
Thanks to the The Australian Financial Review for speaking with our Lead Portfolio Ray David on Retail, and regulatory views around merchants in the Australian Market.
The AFR explores KGN… “Investors are betting a crackdown on lucrative membership programs will hurt Kogan.com’s major profit driver, pushing the online retailer’s shares lower at a time when the company is performing significantly worse than expected.”
Fund Updates
22 May 2024The Shorting Opportunity In Consumer Discretionary Stocks
Blackwattle Investment Partners’ CEO Jarred Rubin discusses Financial Markets and Short-Selling Opportunities in consumer stocks with ausbiz.
“… In the realm of small cap stocks, Jarred Rubin of Blackwattle Investment Partners explores the potential for both long and short opportunities, focusing on the burgeoning opportunities in the local consumer space.
Jarred notes a discernible valuation difference between small and large caps, emphasising how small caps are currently under-evaluated, yet provide attractive investment opportunities. Notably, he’s captivated by high-quality growth opportunities that could become top 100 companies.”
Investment Strategy
Small Cap Market Insights
Our Small Cap Quality team member’s Robert Hawkesford and Daniel Broeren discuss recent market events in the video below.
Article
15 May 2024Deepfake Images Lure Investors To Bogus Stock Clubs
Portfolio Manager Ray David speaks with Duncan Hughes from the Australian Financial Review who is helping raise awareness on the growing sophistication of bogus stock advice groups and scams permeating through social media.
The crypto boom has sparked a surge in social media swindles. Fraud is costing investors at least $25 million a week.
Fund Updates
14 May 2024Letter to the Board of Directors (RIO)
Blackwattle Portfolio Managers Ray David and Joe Koh recently engaged with Rio Tinto (RIO) regarding their views on its dual class shareholding structure. The team advocating for a shift towards a single-class structure in line with best corporate governance practices.
To read a full copy of the letter sent to the Board of Directors please click the link below:
Investment Strategy
The Next Realestate.com?
Investment Strategy
9 May 2024The undiscovered quality stock in the ASX
Hear from our Mid Cap team, Tim Riordan and Michael Teran article on one of the few unrecognized, high-quality companies on the ASX: Whitehaven Coal (WHC).
