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BlackBull Research

BlackBull Research

NZ and Aus equities research with a global view. In plain english.

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Substack
PricingFreemiumPublishesDaily
Issues186SubscribersRead blackbullresearch.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

"Hey, there's a bubble"

#### Some quotes on bubbles…

24 days ago
0
0

People are going to keep drinking booze

Few things today — most interesting to me is NZME (owner of the Herald) lowering its guidance to the lower end of $57 - $61mn (EBITDA). Paltry 1% advertising growth YoY. I think it’s interesting to compare the Herald to Stuff — it feels lik...

a month ago
2
0

Tariffs, small town economies and what a Trump victory means

> There's an evenin' haze settlin' over the town

a month ago
3
0

Quarterly Earnings Don't Matter

#### Live from Melbourne Cup…

a month ago
1
0

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  • BlackBull Research

    NZ and Australian equities research with a dash of a global view.

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