Undervalued ASX listed play on property strength
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Undervalued ASX listed play on property strength
High quality property portfolio props up this attractively priced share that just increased its dividend.
Vote in favour of merger for undervalued ASX share
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Vote in favour of merger for undervalued ASX share
We recommend shareholders vote in favor of its proposed merger.
Undervalued ASX share announces merger
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Undervalued ASX share announces merger
We believe the proposed merger is value neutral but shares cheap.
An ASX opportunity in the beaten down lithium industry
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An ASX opportunity in the beaten down lithium industry
This lithium miner is trading at a 22% discount to our fair value. 
Why the ASX's most overlooked world champion is no dinosaur
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Why the ASX's most overlooked world champion is no dinosaur
Brambles is the undisputed king of pallet pooling. Esther Holloway joined me to talk about its moat, growth prospects and risk of disruption.
Undervalued ASX share showing pricing power
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Undervalued ASX share showing pricing power
We leave our fair value unchanged but the shares are trading at a 11% discount.
Tabcorp: A tale of two entities
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Tabcorp: A tale of two entities
The Lottery Corporation pre-demerger report