An open invitation

Welcome to what I hope will become Australia’s best site for the discussion of Australian industrial stocks. As a full time investment analyst at a fund manager I come across a number of stocks that are worth a punt but for whatever reason are not appropriate for my employer’s portfolio. Some of these ideas are too good to waste, so they end up here. My hope is that this page will attract some reasoned fundamental analysis of Australian and perhaps international listed companies. We shall see. Of course feel free to email me your own investment theses and I’ll give them a run too.