Every now and then, you come across a company that dominates a market, sector or technology. Some investors call these companies ‘Gorillas,’ after a book written in the late 1990s. The book is called The Gorilla Game: Picking Winners in High Technology. It was written in the late 90s and is effectively a guide to…
The Treasury Wine Estates Ltd (ASX: TWE) share price is moving into the green, after the business announced the acquisition of Californian-based Frank Family Vineyards (FFV). Currently, the Treasury Wine share price is up 2.76% to $11.56. From commercial to luxury Treasury Wines will acquire FFV for US$315 million (A$432 million). The purchase price values the vineyard on an enterprise value…
With climate change a hotter issue than ever before, post-COP26, the automobile industry has finally stepped-up its game and is creating appealing battery-powered machines in volume. What we are seeing right now is the electric vehicle (EV) boom in its infancy. Ausbil’s James Stewart, co-portfolio manager of the Ausbil Global Resources Fund, notes that “a…
Economies around the globe are starting to transition to a post-Covid world, but what they face is a new world riddled with supply chain issues, rising demand for metals used in car manufacturing and high government debt following stimulus and Covid-19 spending. Sage Capital’s portfolio manager, Kelli Meagher, and chief investment officer, Sean Fenton provided…
The AMP Ltd (ASX: AMP) share price has shown small signs of recovery since releasing its Q3 update. It seems like the prudential regulator has dished out its last piece of punishment; so, is the AMP share price taking a turn for the better? AMP share price Is this the last penalty for AMP? AMP has agreed to…
After months of deliberating, ASIC has finally given the green-light approval for two spot exchange-traded funds (ETFs) in the world’s largest two cryptocurrencies, Bitcoin and Ethereum. ASIC has provided best-practice guidelines and a set of requirements for Bitcoin ETF issuers, with a particular focus on the protection and storage of crypto assets. For example, private…
Berkshire Hathaway (NYSE:BRK) continued its busy year, with management clearly “cleaning-up” its expanding portfolio of investments. As readers will know, the Warren Buffett-led group doesn’t always ‘do what it says,’ with Berkshire focused on active management and in many cases taking full ownership of businesses ranging from railroads to insurance companies. The September quarter saw…
