News & Insights
Nathan explains what Amazon's recent bid for US grocer Whole Foods means for grocery retailers at home and abroad such as Coles and Woolworths, while highlighting an undervalued cable TV and broadband provider that the market's forgotten.
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When people are crying after ‘winning’ an auction, you can safely bet that any margin of safety buying Australian property today has disappeared. This isn’t the case in the US, though. Although the US stockmarket and home prices in major American cities have fully recovered since the GFC, the homebuilding industry hasn’t.
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Nathan shares some thoughts from the team's latest US research trip and explains why seemingly safe stocks like McDonald's might be some of the market's most risky.
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