Don't miss our CIO, Steve Johnson, as he dived into the classic Growth vs. Value debate on Investment Markets last week. Whether you're growth-focused or favour value stocks, he sheds light on the strategies shaping the market right now. Watch here: investmentmarkets.com.au/videos/investo…

Most of Bigtincan's response to our letter doesn't need a follow up. Read ours, read theirs, make up your own mind. This "Free Cash Flow Positive" point, though? I couldn't help myself foragerfunds.com/news/follow-up…

Only the true Messiah denies His divinity ...

Some thoughts on the latest $CAT.ax results and implications for portfolio weighting foragerfunds.com/news/catapult-…

1.5x Luna Park = 1x Pendle Inn ...

This is mostly true Financial Times. Once you get to where Argentina is, there's some chance of voters choosing genuine reform ft.com/content/c9a8d9…

Talk to an active fund manager about the media sector and they will give you a ruthlessly objective analysis of the threats. Talk to them about the damage passive investing is doing to their own industry and most just want to stick their heads in the sand livewiremarkets.com/wires/adapt-or…

One of my hated capital allocation moves by $DMP; the old unfranked divvy backed by a fully-underwritten DRP. Otherwise known as "send your shareholders a tax bill without sending them any cash"

Thanks Owen Rask 🇦🇺. Alex Shev deserves most of the credit. And now the hard work begins. Can anyone overcome the AFR kiss of death?

👀 "Morningstar found that 335 sustainable products changed their names in Europe during the first quarter, including 116 that dropped ESG-related terms". That should fix it ... ft.com/content/9f425c…

Talked with Steve Johnson on the new rules of small-cap investing, how to beat the market, & what he thinks about #gold - Forager's Australian Equities Fund was top of Mercer's performance tables over 12 months to March 31 livewiremarkets.com/wires/forager-…

Bizarre sequence of events at $OFX. 1. Share price +18% Monday morning 2. Please explain from the ASX 3. Trading halt, OFX says results about to be released "may have a material impact on the price" 4. Releases results this morning. Weak. Withdraws guidance. 🤷‍♂️

There is an account impersonating me again. I've tried to report it but it's too complicated - please be careful.

How did they know what we were up to? 🤷‍♂️

Surely $JLG.ax have to announce the terms of the indicative offer before it can start trading? With insiders getting scrip in the takeover vehicle, got a bad feeling that this isn't going to be friendly to minority holders

Market cap: $345m 👀

Hard to know what to say other than wow. In the middle of a regulatory review, ASX erroneously tags TPG Telco as TPG the private equity company that is taking over Infomedia (IFM)! Oops

I had a steak lunch with a couple of American executives in Sydney last week. They were chuckling about eating American steak this time next year. Their heavily subsidised ag sector won't compete with Aussie farmers. And that's before you incorporate the cost of shipping