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Tim Boreham

The New Criterion: searching for value in the ASX-listed ‘buy now, pay later’ sector

Amid the US-led tech sell off the ASX-listed buy now pay later (BNPL) sector has had a decent touch-up, with…

6 years ago

Listed debt trusts: something for nothing?

ASX listed debt trusts are trading at material discounts to the value of their underlying assets, which presents potential opportunities…

6 years ago

A new world beckons for the listed medical cannabis stocks, but liberalisation is not what it seems

Having been subject to a harsh reality check over the last year or so, the ASX listed cannabis sector is…

6 years ago

The New Criterion: the decline of junk mail weighs on the listed printers

In a victory for the ‘no junk mail’ eco warriors and a blow for an army of 14,000 letterbox walkers,…

6 years ago

The New Criterion: the overlooked small cap champions defying the coronavirus gloom

The New Criterion: the overlooked small cap champions defying the coronavirus gloom. As the now-concluded earnings reporting season shows, the…

6 years ago

The New Criterion: No dead certainties in the listed funeral parlour game

One neat investment theory of the pandemic era is that the deathcare industry provides the perfect hedge against the human…

6 years ago