Torpedo Tuesday – 7 November 2017 – Harvey Norman

The Amazon effect has been blamed for the falling Harvey Norman share price – although after looking at the books, there could be a few other concerns in the Harvey Norman business 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.