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    30 August 2021

    Week 4: 4-Minute Monday Reporting Season Podcast.

    Two themes dominated the month; the impact on Australian miners due to the fall in the iron ore price; and the emergence of the COVID reopening trade. What’s the outlook for the mining sector? And what stocks are set to outperform as the economy starts to reopen?

    Brad Potter shares his view in the final episode of 4-Minute Monday for the August 2021 reporting season.

    30 August 2021
    Value is up – and we know how to find it.

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    Discover why value is outperforming growth.

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    The Tyndall approach to value investing.

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    Notes from the road: Energy transition versus security.

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    ESG INSIGHTS: Tyndall’s review of carbon regulation.

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    ESG INSIGHTS: The value in securing critical mineral supplies.

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    Coles’ margins tighten, Iluka guides higher.

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    BHP & Santos confirm cash flow bonanza.

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    QBE delivers, but big banks disappoint.

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    Expecting a mixed reporting season.

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    ESG INSIGHTS: Decarbonisation – a risk to dividends?

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    ESG INSIGHTS: Origin ramps up investment in cleaner energy sources.

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    ESG INSIGHTS:
    Being a Good Naber.

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    ESG Insights: Cybercrime surges during pandemic.

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    Uncovering hidden value during February reporting season.

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    Here are our favourite stock picks for 2023.

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    Inflation Reduction Act paves way for renewables supercycle.

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