NAOS News & Insights

Cuffelinks | What we Look for on Company Site Visits

By Robert Miller | Portfolio Manager at NAOS Asset Management

Research procedures combine both qualitative and quantitative processes and the company...

Read More

Switzer Super Stock Selectors | Ben Rundle Shares his Hot Stocks

Hot stocks: Donuts, insurance and engineering

Read More

Switzer Daily | 5 CEOs Who Tick all the Boxes

Read More

Livewire | When Short-Sellers Get it Wrong

Short-covering rallies can be quite spectacular when the short-sellers finally concede defeat. To find out which stocks the short sellers may have got...

Read More

Livewire | The Most Crowded Trades on the ASX

A crowded trade appears when so many investors are positioned similarly that liquidity becomes a problem. Bitcoin is the obvious choice globally, but...

Read More

Switzer LIC Conference | Is Your Fund Manager Adding Value?

What to look for in a fund manager

Read More

Cuffelinks | Five Ways to Avoid the ‘Value Trap’

Read More

Alan Kohler Interview | Ben Rundle shares his Stock Picks

Ben shares with Alan Kohler in an interview two of his favorite stocks Consolidated Operations Group & Smartgroup

Read More

Ben Rundle Shares one of his Favourite Stocks, MNF with Alan Kohler

The MNF Group operates multiple integrated brands, providing new generation voice services for homes, offices, enterprise, government and the telco...

Read More

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...

Read More
1 2 3 4 5

SUBSCRIBE TO OUR NAOS NEWS AND INSIGHTS