NAOS News & Insights

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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CEO INSIGHTS – Week Ending 31 Mar 2017 BY NAOS Asset Management

“The retail space is going through changes, with emerging younger brands showing traditional outlets that it’s possible to open new stores if you do it...

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CEO INSIGHTS – Week Ending 24 Mar 2017 BY NAOS Asset Management

“We see the consumer shifts within digital commerce, with a larger share of our growth coming through our apps” Mark Parker, CEO, Nike

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CEO INSIGHTS – Week Ending 17 Mar 2017 BY NAOS Asset Management

"Consumer tastes are changing and concerns around health and not consuming too much sugar creates a lot of opportunities" Alison Watkins, MD, Coca-Cola...

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CEO INSIGHTS – Week Ending 10 Mar 2017 BY NAOS Asset Management

“The single most important shop we have in the world is our dotcom store” Kasper Rorsted, CEO, Adidas

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NAOS INVESTOR PRESENTATION- presentation materials

This March the NAOS team travelled Australia for the bi-annual NAOS Investor Roadshows. During the presentation our investment team provided an update on...

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CEO INSIGHTS – Week Ending 3 Mar 2017 BY NAOS Asset Management

“We are encouraged by the improved US macroeconomic outlook following the presidential election, while investment income should benefit from higher bond...

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