NAOS News & Insights

CEO INSIGHTS – Week Ending 28 Apr 2017 BY NAOS Asset Management

“They [Amazon] have had a free ride in this country now for such a long time, because they pay no GST and all the local ­retailers have — now they come...

Read More

Ben Rundle Shares one of his Favourite Stocks, Armidale Investment Corp in a Short Interview with Alan Kohler

AIK (now ASX: COG) is an absolute return focused investor

 

Read More

The Constant Investor: Sebastian Evans on the greatest risk for investors in 2017

Beware of contraction in debt market liquidity by Sebastian Evans 

Read More

NCC Q3 FY17 Investor Conference Call Recording and Presentation Materials

NCC Q3 FY17 Presentation Material can be viewed here

Read More

NAC Q3 FY17 Investor Conference Call Recording and Presentation Materials

NAC Q3 FY2017  Presentation Materials can be viewed here

Read More

CEO INSIGHTS – Week Ending 21 Apr 2017 BY NAOS Asset Management

“Everyone's looking at Telstra's share price but I think the real story is how this [TPG's entry into the mobile market] will affect Vodafone" Damian Kay,...

Read More

CEO INSIGHTS – Week Ending 13 Apr 2017 BY NAOS Asset Management

“Nearly every home in this country is either in build, design or construction” Peter Ryan, Chief Network Engineering Officer, NBN

Read More

NAC NTA Released for March 2017– NAOS Asset Management

NAC Investment Report & NTA Update March 2017

 

Read More

NCC NTA Released for March– NAOS Asset Management

NCC Investment Report & NTA Update March 2017

 

Read More

CEO INSIGHTS – Week Ending 7 Apr 2017 BY NAOS Asset Management

“Too many loans are still made where the borrower has the skinniest of income buffers after interest payments. In some cases, lenders are assuming that...

Read More
1 ...
2 3 4 5 6

SUBSCRIBE TO OUR NAOS NEWS AND INSIGHTS