Wesfarmers’ demerger of Coles; good, bad or common sense? • Atlas Funds Management

Wesfarmers (WES) released the details of the Coles demerger. Hugh Dive from Atlas Funds Management unpacks the details of what will soon be an ASX Top-30 company. Click here to launch the interview

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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.