Torpedo Tuesday 22 August 2017 – TWE ORA IFL (Swings & Roundabouts ep. 086) • Atlas Funds Management

Hugh Dive from Atlas Funds Management highlights the winners from August reporting season Treasury Wine Estates, Orora and IOOF and looks at how their announcements impact the Quality Filter Model.

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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.