Ryman Healthcare – Bargain Or Disaster?

I was a shareholder in Ryman Healthcare for many years. In fact, it was one of my best-ever picks. I was a buyer between 2007-2009, an investment of

Read More

What’s Happening At Michael Hill?

Michael Hill’s share price recently tanked to $0.44, from a high of $1.40 in January 2022. It was its latest trading update which did the damage. To summarise

Read More

Sky TV 2023 Results Breakdown (SKT.NZ)

Sky recently released their 2023 annual report. If you’ve read my previous thesis on Sky, you will know I’m a current shareholder and the stock is held both

Read More

Briscoes Group: A Cash Generating Machine

Briscoes is a diversified NZ retailer with a long history. I covered Briscoes briefly in my breakdown of the NZ retail sector. If you read that post, you

Read More

Is Sky TV A Buy?

If you ask almost any investor in New Zealand right now, “What about Sky TV?” you’re almost guaranteed to hear the following: Obsolete. Dying a slow death. Won’t

Read More

How To Research A Stock

1. Do the numbers look good? The first thing I look at it is some key numbers. These numbers tell me straight away whether it's a company that

Read More

Is Alibaba A Multi-Bagger?

Alibaba is a tech/e-commerce company founded by Chinese entrepreneur Jack Ma. While Alibaba's original business is the B2B wholesale platform Alibaba.com, it has since grown into a tech

Read More

This Retirement Home Operator Could Be A Bargain

Walter Schloss. You may not know the name, but trust me, all the best investors in the world do. That’s because Schloss was easily one of the greatest

Read More

Is This Aussie Retailer A Hidden Gem?

Aussie retail stocks have been very interesting over the past twelve months. Many are at multi-year lows – not surprising – the market prices in rising rates and

Read More

Is This Young NZ Tech Company A Good Investment?

I have a group of friends where we swap business/investment ideas regularly. If we’re out living life and a good idea comes to mind, we share it and

Read More

Who’s The King Of The NZ Retail Sector?

Retail is a fantastic sector for small-time investors, especially in New Zealand. You’re probably familiar with the product/service.You can easily do in-person research on their business/products.It’s an easy

Read More

Who’s The King Of The NZ Retirement Home Sector?

All the major retirement home companies in NZ follow the same model. The gist: They sell you a home in their village.You live in the home for as

Read More

Is This NZ Hotel Operator A Hidden Gem?

When investing, I’m always looking for ways to preserve capital. That means rather than trying to make a lot of money, I’m trying to make sure I don’t lose

Read More