Insights
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Lessons Learned – Business Fundamentals
03 Dec 2024At Blackwattle Investment Partners, we believe in sharing the stories behind our mistakes because these lessons drive both personal…
Conversations on the Couch: Episode 7 (Empire & Blackwattle)
29 Nov 2024Conversations on the Couch: This latest interview with Michael Skinner, Managing Director and Chief Investment Officer at Blackwattle Investment…
Quality in M&A crosshairs
25 Nov 2024Mid Cap Quality Fund Portfolio Manager, Tim Riordan shares his M&A observations of high quality companies and the material…
Founder Problems? Pull The Other One. Founder Stocks Are Flying
27 Nov 2024Thanks to the Australian Financial Review for a well-written article exploring Founder Lead Companies. A snippet of the article…
Ramsay Investors Push For Shake-Up Of ‘Failed’ Overseas Expansion
25 Nov 2024Our Portfolio Manager and Partner Ray David providing his insights to the Australian Financial Review discussing Ramsay Health Care….
Webinar: Post Election Market Update
20 Nov 2024Hear from our Global Quality Fund Portfolio Manager, Sunny Bangia and Large Cap Quality Fund Portfolio Manager, Ray David,…
What this stock tells us about US housing demand
20 Nov 2024Blackwattle Global Quality Fund Senior Investment Analyst, Nic Tan shares on ausbiz insights on Martin Marietta Materials, highlighting its…
3 Insights In 3 Minutes: Market Insights October
14 Nov 2024Hear from our CIO Michael Skinner providing a market update on the Australian Market Adjustments, Global Volatility and Key Drivers….
In Banking, Boring Matters
29 Oct 2024Our Global Portfolio Manager, Sunny Bangia, discusses in his Livewire article two banking franchises that are of very high…
Four Founder-Led Companies Worth Watching
29 Oct 2024How risky are founder led companies? It has been an eventful week for certain ASX founder-led companies, as recent…
Lessons Learned – Be Wary of Narratives
29 Oct 2024At Blackwattle Investment Partners, we believe in sharing the stories behind our mistakes because these lessons drive both personal…
A Small Cap Financial With Macro Tailwinds
23 Oct 2024Our Small Cap Portfolio Manager, Robert Hawkesford, shares his views with ausbiz on Australian Financial Group (ASX:AFG) due to…
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