Article
15 Jul 2024“The best business is a royalty on the growth of others, requiring little capital itself.” – Warren Buffett
Our Global Portfolio Manager Sunny Bangia Livewire article discusses Hilton Worldwide business structure, profitability and resilient business model.
Article
2 Jul 2024Hear from our lead Portfolio Manager Ray David discuss how to navigate the mining cycle with three mining companies with tier one high quality assets.
Article
1 Jul 2024Hear directly from our Blackwattle Chief Executive Officer, Jarred Rubin and our lead Portfolio Managers providing an update on Blackwattle, thoughts on the market and portfolio overview.
Article
20 Jun 2024Our Managing Director and CIO Michael Skinner discusses recent market events specifically exploring both Australian and Global Markets and the Outlook for 2024/2025.
Investment Strategy
19 Jun 2024Edward Li from our Blackwattle Global Quality Fund speaks with Andrew Georghegan on ausbiz about the strong performance of Nvidia (NASDAQ:NVDA), now the world’s most valuable company due largely to its significant role in producing chips for AI software.
Article
13 Jun 2024Blackwattle Mid Cap team discuss Xero’s recent result and ability to grow & improve quality over the medium to long term.
Article
26 May 2024Thanks 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 2024Blackwattle 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.”
Article
15 May 2024Portfolio 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.
Investment Strategy
9 May 2024Hear 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).
“The best business is a royalty on the growth of others, requiring little capital itself.” – Warren Buffett Our…
Hear from our lead Portfolio Manager Ray David discuss how to navigate the mining cycle with three mining companies…
Hear directly from our Blackwattle Chief Executive Officer, Jarred Rubin and our lead Portfolio Managers providing an update on…
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