NAOS News & Insights

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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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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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

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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...

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Ben Rundle Shares one of his Favourite Stocks in a Short Interview with Alan Kohler

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

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