Top member reports
Company Report
Last edited 3 years ago
PerformanceCommunity EngagementCommunity Endorsement
ranked
#71
Performance (62m)
14.0% pa
Followed by
64
Straws
Sort by:
Recent
Content is delayed by one month. Upgrade your membership to unlock all content. Click for membership options.
#Bull Case
stale
Added 3 years ago

Interesting read on Livewire today - Cycle is not a dirty word

A bull case thesis from Emma Fisher of Airlie Funds Management for this manufacturer of building products in a cyclical downturn underpinned by it's property assets