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November 18, 2019

Join us on a top-down journey into the ASX. First, we look at the global megatrends impacting the world and then we zoom in to take a look at macro trends. We zoom in further and look at industry trends before finishing at the stock level. Please click here: Top down j...

October 21, 2019

Bluebird takes a look at the Technology global mega-trend and then runs 16 ASX 200 technology stocks through the Bluebird investment process, to see which stocks meet our Quality, Value and Momentum requirements. Click here for the Technology presentation.

May 31, 2019

Bluebird takes a look at the global and domestic macro-economic outlook and the key risks to watch. Click here for the Macro outlook presentation.

This is the 2nd presentation in our Top-down series, with the previous presentation on Global Mega-trends. The next present...

April 7, 2019

In this presentation we take a look at the Australian telecommunications industry. We review the largest players (Singtel, Telstra, TPG, Vodaphone and Vocus) and their mobile and fixed line market share. We also take a look at the the latest issues including: the NBN v...

March 3, 2019

A megatrend is global in nature, broad in scope, transformative to society and long term in nature. Megatrends are often inter-related and can amplify each other like ripples on a lake. Megatrends present great opportunities but also great risks.

In this presentation, w...