Whilst the hunt for opportunities is enjoyable, there is nothing like the validation of getting it right – particularly when you’ve taken a different view to the market. In his rapid fire interview with Livewire earlier this month, Dion Hershan shares his hot take on markets, why validation reigns supreme and discusses the stocks and sectors he is liking (as well as those he is underweight).
11 Apr 2024
Whilst the hunt for opportunities is enjoyable, there is nothing like the validation of getting it right – particularly when you’ve taken a different view to the market. In his rapid fire interview with Livewire earlier this month, Dion Hershan shares his hot take on markets, why validation reigns supreme and discusses the stocks and […]
17 Feb 2020
A$ catches a virus on the path to ‘fair-value’
Tim Toohey, Head of Macro and Strategy at Yarra Capital Management, provides his view on modelling the Australian dollar (A$)...
4 minute read
11 Apr 2018
Now Let’s Talk Housing…
Hysterical commentators continue to crow about the pending crash in Australian housing and plummeting new housing starts. This is despite...
3 minute read
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