High on Fibre, Low on NBN

“Carnage” is a word that comes to mind when thinking about the Australian telecom industry at the moment. Shares of major telecom players are down...

Short Hedge Funds, Long Tacos

At KIS we believe it’s important to seek out business and thought leaders as a source of knowledge and inspiration. In particular, observing the processes...

Has Inflation Arrived?

General Mills, the maker of the famous ‘Cheerios’ cereal brand, fell as much as 10 percent this week following a downgrade related to margin pressure...