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@NebettSome of the questions I've been looking at as well as...

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    @Nebett

    Some of the questions I've been looking at as well as research.

    Trying to understand the business models, reporting etc.

    The mkt will always be right as in what investors are prepared to value a stock however, doesn't always mean it's "right" and corrections can occur if a business doesn't remain nimble to changes required.

    Not an APT bagging exercise at all, more about comparisons for investing but an article Fin Review Feb this year discussing the model and impairment reporting methodology and potential concerns is interesting.

    I know some are discussing UBS on the threads at the mo (good, bad, indifferent - each to their own) but review their thoughts on reporting about 3/4 down article (table) and applying same methodology across some players.

    Article HERE

    https://hotcopper.com.au/data/attachments/2314/2314899-178d4397c8ed73a3ce2db83210fac2c9.jpg



 
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