NAOS News & Insights

Investigating US Airlines; Consolidation and Industry Trends

According to IATA’s 2050 Vision Report, in the past 40 years the volume of air travel has expanded tenfold and air freight has grown by a factor of...

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Creation & Destruction - Sustaining Corporate Growth in Australia

This selection of essays compiled and edited by Port Jackson Partners examines the basis upon which some of Australia's best known companies have created...

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Revisiting the Chinese Tourism Wave: July 2015

Over the past year we have heard about and witnessed a significant increase of Chinese tourists to Australia. In this piece we examine the trends of...

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NAOS Emerging Opportunities Company (ASX:NCC) June Quarter FY15 Conference Call

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NAOS Absolute Opportunities Company (ASX:NAC) June Qtr FY15 Conference Call

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Ben Rundle Shares His Thoughts on Livewire Buy/Hold/Sell

In this edition of Buy/Hold/Sell Ben Rundle, Portfolio Manager at NAOS, shares his views on four 'market darlings' that have experienced a recent market...

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Eureka Report Launches New LIC focused Report

Eureka Report will be providing insights into the expanding universe of listed investment companies and week by week building a model portfolio with a...

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Global Interest Rates, The Next Big Call

The ultimate call over the near term will be whether or not global interest rate will rise and if this will have a negative effect on economic growth and...

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NAOS Speaks with Switzer; June 9th

Sebastian Evans had the opportunity to speak with Marty Switzer last night on the Sky Business News Switzer segment. Sebastian and Marty discuss the...

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International Equities; Expanding the Opportunity Set

Historically, Australian investors have kept it local, primarily choosing domestically listed stocks to build portfolios. However, as the investment...

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