Reporting Season (Swings & Roundabouts ep. 079)

Hugh Dive looks at why the market has rewarded RIO for the wrong reasons, Lend Lease slipped into a positive announcement and first impressions from Shopping Centres Australia.

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Torpedo Tuesday: TABCORP Holdings (TAH)

The wagering and gaming company that acquired Tattersalls in 2017 is now a buy. Hugh Dive from Atlas Funds Management explains how the industry’s headwinds have now turned to tailwinds through legislative changes. At the same time new taxation regulation is applying to TAB’s competitors in a way to level the playing fired and enable the leverage of TAB’s size to favour their own odds.