Investments

Recent Sell: Pepper Group Ltd (PEP.AX)

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Pepper Group Ltd According to Morningstar, Pepper Group (PEP:AU) is a diversified, global financial services business comprising Lending, Advisory and Asset Management (aka Servicing) services across residential and commercial property sectors and provides loans for consumer, auto and equipment finance. The company has been operational since 2000, and listed on the ASX 31st June, 2015. It operates […]

Investments

Recent Buy: Reckon Ltd (RKN:AU)

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I’ve been putting off posting about my Reckon purchase because the original thesis has changed substantially, and not really for the better. Nevertheless I want to keep this blog transparent and provide a fair record of why I’ve made each investment decision. So let’s get on with it! Reckon Ltd Reckon Ltd (RKN.AX) is a […]

Investments

Recent Buy: Barrack St. Investments (BST.AX)

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Barrack St Investments Barrack St Investments Ltd (BST.AX) is an listed investment company that runs a concentrated small to mid cap growth portfolio managed by ECP Asset Management Pty Ltd. The company listed in August 2015 after being established the year prior. Some of the investment team have a history to 2012 at Hyperion Asset […]

Investments

Pepper Takeover: Why I’m Rejecting The Offer.

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Pepper Group Takeover Pepper Group (PEP:AU) is a leading financial services business operating in Australia, Europe, South Korea and Hong Kong. It provides a variety of consumer financial services including residential and commercial property loans, personal and automotive loans and credit cards. Since listing on the ASX 2 years ago, Pepper Group has enjoyed impressive […]

Investments

Portfolio Page Complete

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It’s taken ages, but I’ve finally updated the Portfolio page. For the third most visited page here at WF30, you’d think it would have been up ages ago. Thing was, the portfolio itself only started in April, so until recently there hasn’t been much to see… That’s changed. I’ll update it every quarter or every 6 […]