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This week we present a piece by Hamish Carlisle, from Merlon Capital Partners who power the TAMIM Australian Equity Income IMA, examining the value of one of Australia's household names. Is Telstra destined for a decline?
This piece was originally published on 30 September 2019.
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This week we present a piece by Hamish Carlisle, from Merlon Capital Partners who power the TAMIM Australian Equity Income IMA, examining the shareholder value implications of CBA’s acquisition of Colonial in 2000 as a case study in poor capital allocation.
This week we present a piece by Adrian Lemme, analyst with the TAMIM Australian Equity Income IMA powered by Merlon Capital Partners, as they review their analysis of the impact of Amazon.
This week we present a piece by Hamish Carlisle, analyst with the TAMIM Australian Equity Income IMA powered by Merlon Capital Partners, as they review their analysis of Telstra.
Following on from our previous discussion of income versus capital as a source of portfolio return Scott Maddock and the team at CBG, of the TAMIM Australian Equity Income IMA, look at Lendlease (LLC.ASX).
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