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22 December 2024
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To fly capital city routes such as Sydney-Melbourne, an airline needs landing slots at Sydney Airport. An extraordinary government policy prevented Rex Airlines from getting these slots and set them up to fail.
There are 75 brands owned by LVMH which operate as largely independent businesses, keeping them agile and entrepreneurial. The company’s response to the Covid pandemic was a great validation of this strength.
Australia prides itself on being an open, trading nation, but we rank a poor 106th in the world on trade system productivity. We have not digitalised, failing to set up a competitive recovery from COVID.
Many new 'disruptive' businesses are simply older-style businesses dressed up, and even if it's an attractive and ultimately profitable new space, competitors will join the party.
In Part 2 of this two-part series, Hamish discusses how the most dominant businesses of the last 50 years might struggle, faced with new threats, and even Warren Buffett and Charlie Munger are worried.
Facebook, Tripadvisor and Alibaba - they’re great businesses because they require no inventory, have low capital costs, relatively few staff and their own customers generate the content.
Valuations of technology companies are driven by both external and internal factors, but it's still more art than science. There's no magic formula amid the guesswork but there are some basic principles to follow.
It’s with heavy hearts that we announce Firstlinks’ co-founder and former Managing Editor, Graham Hand, has died aged 66. Graham was a legendary figure in the finance industry and here are three tributes to him.
Last year, I wrote an article suggesting returns from ASX stocks would trample those from housing over the next decade. One year later, this is an update on how that forecast is going and what's changed since.
Australia is in the early throes of an intergenerational wealth transfer worth an estimated $3.5 trillion. Here's a case study highlighting some of the challenges with transferring wealth between generations.
The Future Fund's original purpose was to meet the unfunded liabilities of Commonwealth defined benefit schemes. These liabilities have ballooned to an estimated $290 billion and taxpayers continue to be treated like fools.
ASFA provides a key guide for how much you will need to live on in retirement. Unfortunately it has many deficiencies, and the averages don't tell the full story of the growing gender superannuation gap.
The Big Four banks have had an extraordinary run and it’s left income investors with a conundrum: to stick with them even though they now offer relatively low dividend yields and limited growth prospects or to look elsewhere.