December 1, 2021
Issue No. 35
- Article 1: Why I think 2022 will be a very good year for investors
- Article 2: The heat map: high quality businesses with excellent growth prospects
- Article 3: Why we invested in Integral Diagnostics
- Article 4: EML Payments – regulatory concerns appear to be easing
September 1, 2021
Issue No. 34
- Article 1: What can we expect from inflation?
- Article 2: Two stocks we like in the lithium and copper space
- Article 3: hat can we learn from the investing themes of FY21?
- Article 4: What to learn from the last year’s IPO winners and losers
June 1, 2021
Issue No. 33
- Article 1: Five key stocks in our small companies fund
- Article 2: Why we sold out of Redbubble
- Article 3: Why today’s inflation fears provide a great share-buying opportunity
- Article 4: Polen Capital – beyond returns
March 1, 2021
Issue No. 32
- Article 1: Why I think house prices will keep going up
- Article 2: Three positives from the Commonwealth Bank result
- Article 3: Our top picks in the mining services space
- Article 4: Are SaaS businesses the new safeties?
