Category: 2021

Company in Focus: Allegiance Coal (AHQ:ASX) We would like to apologise for the late newsletter. On a personal note, all of our team have now achieved the milestone of completing undergraduate engineering degrees. How this will correlate to improved stock picking remains to be seen. The top contributor during...

Performance Figures The portfolio rose +16.46% over the third quarter of the Australian financial year, outperforming the ASX200 performance of +4.20% by +12.26%. This takes our financial year to date performance to +52.69%. The top contributor during the quarter was Smartpay (SMP:ASX). The largest detractor during the quarter was...

Company in Focus: Earlypay (EPY:ASX) Our first newsletter was sent on 8 May 2019 to 31 close friends and family. This quarter’s newsletter was sent to nearly 2000 people. Thank you for your continued support. Since 1 July 2019, our portfolio has outperformed the ASX200 (including dividends) by 4.9...