Jackson Aldridge discusses some companies that reported this week, naming Tourism Group Holdings (THL) the pick of the bunch.Like many others in the market, he’s questioning whether it’s as good as it gets for the banks. It comes after Commonwealth Bank’s (CBA) result came in hot, but the share price dropped. National Australia Bank (NAB) warned of similar trends in net interest margin.Listen for Jackson’s analysis of some underwhelming results from the likes of James Hardie (JHX), Breville Group (BRG) and Temple & Webster (TPW.)
Funds management involves a lot of synthesis of information and reading. Over the years we all end up reading many investment books and refer to them from time to time.
The team at Cadence has compiled a list of books that have influenced our investment style, or helped provide insight into the investment process.
Whilst not an exhaustive list, the 10 titles contained in this eBook provide a good starting point for any interested investor.