BlackBull Research
BlackBull ResearchNZ and Aus equities research with a global view. In plain english.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 149 | Subscribers | Read | blackbullresearch.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Is Google the new Standard Oil
By 1904, J.D Rockefeller’s Standard Oil controlled 91% of oil production in the US. It was a monopoly in the truest sense of the word. By 1911 the company was broken up and eventually some of the “baby Standards” merged back into things we’...
It ain't much but it's honest work: Impairments at FBU and Warners
FBU — Fletchers selling Tradelink ($188mn, $160mn upfront cash payment) — sold to the Colburns, highly reclusive family in ‘Murica. Remember there’s already a $122mn write-down on Tradelink (recorded by FBU in Feb) … add in a non-cash impai...
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Authors
The writers behind this newsletter.
NZ and Australian equities research with a dash of a global view.
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