Torpedo Tuesday – SCA Property Group (SCP)

Hugh Dive from Atlas Funds Management puts SCP under the microscope and analysis one of Australia’s most popular Listed Property Trusts (LPT), owning many of Woolworths’ shopping centres.

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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.