Yarra Capital Management’s Dion Hershan commenting on the outlook for Australian banks, including reference to capital adequacy, the relative attractiveness of the sector, its resilience and capacity to outperform low expectations. See here…. (subscription to The Australian Financial Review required)
8 Nov 2017
Yarra Capital Management’s Dion Hershan commenting on the outlook for Australian banks, including reference to capital adequacy, the relative attractiveness of the sector, its resilience and capacity to outperform low expectations. See here…. (subscription to The Australian Financial Review required)
27 Feb 2019
Seek claims victory over short-terminism
Seek chief executive Andrew Bassat looks to have succeeded in repelling investors clamouring for short-term returns after his warning that...
1 minute read
22 Jul 2017
Battle-scarred miners
Yarra Capital Management believes that margins of bulk commodity miners are extraordinarily high, to the point where you can question their...
1 minute read
0 Comments