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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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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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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