VALUE INVESTOR News & Analysis

These shares have been left for dead, yet both companies appear to have secular tailwinds in their favour.

The global education services provider has gone from stock market darling to one of the ASX's weakest performers. What gives?

Johns Lyng’s interim results and index deletion have sent investors running for the exits. Our analyst Esther Holloway thinks the sell-off is...

Investors seem to be questioning long-term demand trends in alcohol. This may have sent the valuation of Wide Moat spirits company Brown Forman down...

I recently presented a personal finance assignment given to year 12 students and here is one reader’s attempt at answering the question.

Blindly basing investment decisions on target prices can lead to poor outcomes. 

Signs of improvement in continued improvement in core business.

These shares offer an opportunity to own high quality global companies at a more than fair price.

WiseTech and Brambles shares surged after earnings. Our analysts also liked what they saw and upgraded their Fair Value estimates.

It hasn't been smooth sailing for these two companies recently. But our analysts disagree with how markets are assessing their future prospects.