Monash Co-Founder, Shane Fitzgerald talks with the AFR on a range of issues, from Afterpay, Lovisa, the Age Care stocks and whats on the Xmas dinner menu in the Fitzgerald household. To read to full article please click here , note you will need to be an AFR...
Peter Switzer sits down with Monash Investors’ Simon Shields to discuss the benefits of focusing on absolute returns. Search for: Recent Posts Recording of the Webinar on 6 April 2021 – MA1 Restructure & NoM MA1 Notice of General Meeting and...
At the recent Switzer Listed Investment Conference, Simon Shields gave a presentation about “finding compelling ideas in a concentrated market”. To view the presentations please click here Search for: Recent Posts Recording of the Webinar on 6 April 2021...
Working out what something is worth is the key issue confronting investors. There can be no precise answer when it comes to valuing stocks because there are too many uncertainties. But investors can use this to their advantage. To read the full valuation...
Reading between the lines of company guidance can reveal a great deal, explains Simon Shields, Principal at Monash Investors. “Ardent Leisure’s Main Event business in the United States provides family entertainment centres with bowling, rock climbing, etc. Ardent...
Simon Shields shares his thoughts on current equity markets valuations, the market cycle and key stocks in the Monash portfolio. Simon also explains how an absolute return fund can target a specific outcome such a double digit returns through techniques like shorting,...
To keep up to date with what is happening at Monash, to get stock stories about our portfolio, as well as investment videos, please subscribe here
You have successfully subscribed to Monash Insights - please check your email to confirm
Terms and Conditions
The following information is only available to Wholesale Clients. By clicking the Agree button below you are confirming that you are a Wholesale Investor as defined by the Australian Corporations Act.
What is a financial services licensee? A person or entity is a financial services licensee if they hold an Australia financial services licence issued pursuant to the Corporations Act 2001
BY CLICKING ON 'I AGREE', I DECLARE I AM A FINANCIAL SERVICES LICENSEE AS DEFINED IN THE CORPORATION ACT 2001.
The following information is only available to Sophisticated or Wholesale Investors. By submitting your details you are confirming that you are a Wholesale Investor as defined by the Australian Corporations Act.
Once you have submitted the form you will be able to download the PDS