The markets are expensive and it doesn’t matter!

The 2020 Financial Year certainly threw up some challenges. To think the biggest global issues investors were contemplating only 12 months ago included the UK’s dealing of Brexit and the transition of the Prime Ministership from Theresa May to Boris Johnson! Six months ago, the world was enthralled and slightly wary as the USA and […]

A “V” for Victory! Serviced Offices to Bounce Back Strongly from the COVID Crash

COVID-19 has claimed many casualties however office life will not be one of them. Rather, our relationship with the office is likely to evolve into one that places an increased value on flexibility, cost efficiency and the ‘network economy’. Consequently, a strong structural tail wind supports future revenue growth in ASX listed stocks such as […]

EPS of $20 by 2025? Progress and Profile to Power Paradigm’s Share Price

Paradigm Biopharmaceuticals (PAR.ASX) have $108M in cash, no debt and are well advanced in the progression of clinical trials in addressable markets worth up to as much as $36B p.a. The next two years are particularly exciting for Paradigm Biopharmaceuticals as they are set to announce: Complete recruitment of 1150 patients for the stage 3-clinical […]

March 2020 – Quarterly Report

The March 2020 Quarterly Report for the Collins St Value Fund. This report provides an overview of the performance of the Fund as well as consideration of the impact of COVID-19 on ASX stocks and how the Fund is positioned to take advantage of any opportunities that may present themselves as a result.

Peninsula Energy & Uranium Talk Ya Book

An interview by Managing Director and Portfolio Manager, Michael Goldberg, with Chris Judd regarding Peninsula Energy and the outlook for ASX listed uranium stocks.

December 2019 – Quarterly Report

The December 2019 Quarterly Report provides an overview of the performance of the Collins St Value Fund as well as a discussion of market timing / investor psychology and how positions are established within the Fund.

Paradigm Biopharmaceuticals Talk Ya Book

An interview between Managing Director and Portfolio Manager of the Collins St Value Fund, Michael Goldberg, with Chris Judd on ‘Talk Ya Book’ on the 19th of November 2019.

September 2019 – Quarterly Report

The September 2019 Quarterly Report provides an overview of the performance of the Collins St Value Fund as well as a summary of the ASX Reporting Season and some of the specialist capabilities the Fund is able to employ in the delivery of superior medium to long term returns.