Glennon Capital

Latest news and analysis on Glennon Capital

Alignment – Spending Other Peoples Money

One of the things that frustrates me most is fund managers who take the “other peoples money” approach. My fundamental belief is that if you wouldn’t do something...
Michael Glennon
Michael Glennon
Glennon Capital

7 Things To Look For In A Cash Flow Statement

Glennon Capital
Glennon Capital
ASX:GC1, ASX:CMI

Speculative Bubbles

FMG
Michael Glennon
Michael Glennon
Glennon Capital

3 Top Signs Of A Quality Business

Glennon Capital
Glennon Capital
ASX:GC1, ASX:CMI

Bad Directors

Michael Glennon
Michael Glennon
Glennon Capital

Dissecting The Margin of Safety

Michael Glennon
Michael Glennon
Glennon Capital

Are owner-operators doomed to fail?

Michael Glennon
Michael Glennon
Glennon Capital

The Growing Country

We know Australia is the lucky country – whether that be the weather, the lifestyle, or the 25 plus year streak without a recession. We are also the growing country;...
Glennon Capital
Glennon Capital
ASX:GC1, ASX:CMI

Beware of Investing In Unlisted Equities

Michael Glennon
Michael Glennon
Glennon Capital

Telstra's Product Conflict

TLS
Michael Glennon
Michael Glennon
Glennon Capital

Disruption & Property

REA
Michael Glennon
Michael Glennon
Glennon Capital

1-Page Update

Michael Glennon
Michael Glennon
Glennon Capital

Capitalising On A Volatile Market

BGL
SLC
Michael Glennon
Michael Glennon
Glennon Capital

Child Care: the mosaic of price, policy and margins

A young family has many points of financial stress to contend with at the moment. The record prices of property in Australia’s major cities make buying a property a...
GEM
Glennon Capital
Glennon Capital
ASX:GC1, ASX:CMI

Reporting Season Highlights - Imdex, Lovisa, Isentia

Last week marked the busiest week of the current reporting season. With most of the smaller companies reporting there was no shortage of stocks to profile. We take a...
IMD
Glennon Capital
Glennon Capital
ASX:GC1, ASX:CMI

The Changing Advertising Landscape

During this week’s results presentation WPP Group (WPP, the old STW Communications) reported on the state of the advertising market for the past year as well as...
WPP
Glennon Capital
Glennon Capital
ASX:GC1, ASX:CMI

Small caps and growing businesses

Glennon Capital
Glennon Capital
ASX:GC1, ASX:CMI

Insight: Mayne Pharma Limited (ASX:MYX)

Glennon Capital
Glennon Capital
ASX:GC1, ASX:CMI

Bubbles of History | Tulip Mania

Glennon Capital
Glennon Capital
ASX:GC1, ASX:CMI

Commodities are NOT all the same

Glennon Capital
Glennon Capital
ASX:GC1, ASX:CMI
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