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Latest
Buy Hold Sell
Alternatives In Focus
Series
Alternatives in Focus
Buy Hold Sell
Fund in Focus
Income Series
Livewire Live
Meet The Investor
Rapid Fire
Signal or Noise
Success and More Interesting Stuff
The Pitch
The Rules of Investing
Views from the Top
Categories
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Daily Report
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renovation
Latest news and analysis on renovation
Equities
September 07, 2021 09:57
A global "DIY" company beating even the most optimistic forecasts
A consistent theme emerging from the Fairlight portfolio over the past few quarters has been the outperformance of companies that seized the opportunity to invest...
Alvise Peggion, CFA
Fairlight Asset Management
September 07, 2021 09:57
Equities
August 06, 2021 08:24
A durable compounder global investors have overlooked
Masco Corporation, a recent addition to the Fairlight portfolio, has quietly transformed itself following a near-death experience in the GFC. The company has evolved...
Will Dowd, CFA
Fairlight Asset Management
August 06, 2021 08:24
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