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 […]

Equities

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 […]