NAOS News & Insights

Livewire | Five market darlings

In this episode of Buy Hold Sell, the panel look at five market darlings with nosebleed valuations. On average the stocks have delivered 27.5% EPS...

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Switzer TV | Sebastian Evans shares his insights on reporting season

Sebastian Evans joins Switzer TV and shares with Peter Switzer his insights into reporting season and the companies he's watching right now.

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Livewire | What to do if your holding gets crushed this reporting season?

The first week of reporting season has already thrown up a few grenades with Isentia and Navitas both missing expectations. In this short video the...

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Bell Potter | NCC Small Cap featured in June Quarter 2017 Report

In the June Quarter 2017 LIC publication, Bell Potter feature NCC as a key LIC. 

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Livewire Buy Hold Sell | Offshore earners under pressure

In this episode of Buy Hold Sell, we look at stocks that generate their earnings offshore. These earnings have been squeezed as the local currency...

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The Constant Investor | What’s the one question investors should ask a fund managers?

What is the percentage turnover of the fund based on any 12-month period?

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Cash Flow Statements | 3 things to look out for this reporting season

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Baillieu Holst Research | July 2017

In this month’s research publication, Baillieu Holst feature NCC as a key LIC. 

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Switzer Super Report | Professional’s Pick: Big River Industries (BRI)

By Sebastian Evans | MD and CIO of NAOS Asset Management

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NCC Q4 FY2017 Conference Call Recording & Presentation Materials

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