Top member reports
Company Report
Last edited one year ago
PerformanceCommunity EngagementCommunity Endorsement
ranked
#28
Performance (45m)
11.8% pa
Followed by
51
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 one year 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