NAOS News & Insights

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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CEO INSIGHTS – Week Ending 5 May 2017 BY NAOS Asset Management

“I don’t know how TPG will roll out their network. I just know ­Telstra spends almost twice as much just maintaining the network we have. And to become a...

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Baillieu Holst Research| NCC Top Performer

The March 2017 Baillieu Holst Performance Review and Update highlights Small/Mirco Cap Industrial focused LIC NAOS Emerging Opportunities Company...

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Sell in May & Go Away by Rob Miller

The old saying ‘Sell in May & Go Away’ is starting to be whispered around the market. There are many reasons behind this seasonal period for the ASX,...

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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...

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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

 

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

Beware of contraction in debt market liquidity by Sebastian Evans 

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NCC Q3 FY17 Investor Conference Call Recording and Presentation Materials

NCC Q3 FY17 Presentation Material can be viewed here

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NAC Q3 FY17 Investor Conference Call Recording and Presentation Materials

NAC Q3 FY2017  Presentation Materials can be viewed here

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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,...

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