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
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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
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
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
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
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
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
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
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
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
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
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
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