NAOS News & Insights

Switzer TV | Ben Rundle on the Companies he's Watching Right Now

Ben Rundle joins Switzer TV and shares with Marty Switzer how he's investing, the companies he's watching right now and what's driving the market.

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The Constant Investor: Sebastian Evans on Australia's Property Market

We do not foresee an immediate sharp pull back in property prices

 

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Switzer Daily | The Characteristics of a True Active Fund Manager

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Quality of Earnings & Flaws of the P/E Ratio – Ben Rundle NAOS PM

Often when analysts and market commentators talk about valuation of certain businesses, the method used is the price to earnings or P/E ratio. A price...

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Switzer TV | Sebastian Evans on Investing for long-term outperformance

 Investing for long-term outperformance

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Switzer Super Report | Professional’s Pick MNF Group

By Sebastian Evans | MD and CIO of NAOS Asset Management

What is the stock? 

MNF Group (Formerly My Net Fone) ASX: MNF

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Wilsons Advisory Research | Listed Investment Company (LIC) April Update

In this month’s publication, Wilsons Advisory Research feature some key LICs within the following categories: domestic equities – large/medium cap and...

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Cuffelinks | How corporate activity helps build a small cap portfolio - Robert Miller

A common theme of investing in small cap stocks is limited liquidity, or in other words, difficulty acquiring or selling stock. This can naturally...

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Sebastian Evans talks to Peter Switzer | Personal Finance, Market Report

Sebastian speaks to Peter Switzer on what makes NAOS different and why he wouldn't invest in Snapchat Listen to the radio interview here

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CEO Insights - Week Ending Friday 12/5/17 By NAOS Asset Management

“We're now seeing discussions turn. People are talking about opening mines again that have been shut for some time. People are talking about...
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