In this video Karl discusses the company’s upcoming LIC and the following key points: Details of the new listing and how it differs from their existing Fund The investment mandate and reasons behind the shorter-term focus of the new product The structure of the upcoming offer Karl’s future role
In this interview with InvestSMART Karl discusses the Cadence approach of only buying a stock that is fundamentally cheap and technically strong. Known for its scale-in, scale-out strategy, Cadence enters portfolio positions incrementally.
In this interview with Sky News Business Karl discusses the withdrawal of the major banks from areas seen as higher risk lending, for example ‘non-conforming loans’, in the wake of increased regulation from APRA and Basel. As well as the scrutiny from the Royal Commission and the significant opportunities this has created for smaller financiers […]
In this episode of Buy Hold Sell Karl discusses his views on CSL Limited (ASX:CSL), Macquarie Group (ASX:MQG), Transurban (ASX:TCL), Sydney Airport (ASX:SYD) and REA Group (ASX:REA). Good quality is obvious when you see it: Swiss watches… Italian shoes… Australian reality TV… However, the mark of quality usually comes with a price tag to match. […]
In this episode of Buy Hold Sell Karl discusses his views on Banks. When one door closes, another one opens. And so it is with APRA’s regulatory changes. While it’s a headwind for banks, lending to small players is now an opportunity for a group of nimble, emerging lenders such as Homeloans (HOM) and Money3 […]
In this episode of Buy Hold Sell Karl discusses his views on Retail Food Group and Domino’s Pizza, both of which have given investors severe indigestion over the last 12 months. Tune in to hear why drones dropping pizza in your mouth may not be worth a PE of 65 times.