Structural Monitoring Systems (SMN AU)
Blue-chip avionics company at 1.6x EV/Sales with a near-term FAA approval catalyst
Australia/NZ
Hidden Champions of Australia
An attempt to find the best publicly listed companies in Australia
Kina Securities meeting (KSL AU)
A Papua New Guinea commercial bank. Estimated reading time: 12 minutes
Deep-dive 2022-29: Codan (CDA AU)
Australian metal detector producer selling ”picks and shovels in a gold rush”
Deep-dive 2022-28: Tabcorp
Australian wagering monopoly recovering from COVID-19, helped by new regulation
