Dick Smith and Myer: a tale of two retailers

Dick Smith and Myer: a tale of two retailers
The established business model for retailers before the financial crisis was a simple one: be as efficient as possible to control the costs of doing business and then pour as much volume as possible over a largely fixed cost base. Both Myer and Dick …
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Value Investor: Lithium powers ahead
However, the future of lithium is set to be further influenced by its use in electric cars and power storage for the home. Roskill estimates lithium demand is growing at 11 per cent out to 2017, or 15.7 per cent on its optimistic forecast as demand for …
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Value Investor: Cutting through the Micron hype
The largest contributor to earnings is a specialty chip known as dynamic random access memory, or DRAM for short, which is used in a range of electronic products such as personal computers and smart phones. Micron also manufactures NAND flash, although …
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