Author Archives
Luka is part of the IR team and an analyst with Integer Investments. He has experience in industry analysis, economic research, and investment consulting. Luka is a value oriented investor with a focus on the media, FIG, and consumer goods sectors.
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JB Hi-FI (ASX:JBH) Annual Results note
We are attracted to sectors which appear to be negatively impacted by bad headlines and the deteriorating conditions of areas they are exposed to. As such electronics retailers in Australia are an area we have kept an eye on… Read More ›
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Credit Corp Group [CCP:ASX] – hidden in plain sight
Recently Credit Corp Group (CCP) suffered a ~20% share price plunge in the wake of a short thesis being published on the online forum ”Hot Copper.” Since then the share price has now recovered and is trading at the same… Read More ›
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Harbour bids for Santos (ASX:SXY), so we want to look at a small-cap?
“Harbour Energy has commenced confirmatory due diligence as part of an engagement process to determine if a proposal can be developed that is capable of being recommended by the Santos Board to shareholders.” – Santos 2018 Q1 Activities Report The… Read More ›
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Vita Value or Vita Trap? A quick glance at Vita Group (ASX:VTG)
Vita Value or Vita Trap? A quick glance at Vita Group (ASX:VTG) Vita Group (VTG) share price has been falling and the grapes on the vine are babbling about it. We thought we’d silence them with a quick look. On… Read More ›