Summer Series
Investing in 2025: beyond the laws of reality
Why this year the market felt untethered from probability or profit.
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AZEK
6 articles
James Hardie
Aaron Erter, love rat
It's been a year of betrayal upon betrayal for James Hardie shareholders.
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Note from Joe
Westpac sinks to Carolyn McCann
For McCann to now be 2IC of Australia’s sixth largest company is beyond ludicrous.
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Note from Joe
ASX explains itself. Poorly.
Fund managers are now trying to price the unpriceable risks of berserk founder-CEOs and of being transacted out of high-performing companies with zero recourse.
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James Hardie
The pirates take James Hardie
Hardie has engineered the perfect heist, diluting its Australian shareholders and escaping the ASX primary listing and its pesky checks on executive pay.
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