RESEARCH & NEWS Geometric Fund | Research & Performance Investment Notes Livewire - August 2018 Graftech International: in the sweet spot Livewire - July 2017 Costco: not even Amazon can penetrate this fortress Livewire - June 2017 Weight Watchers International (WTW) – a turnaround Livewire - May 2017 Stock story: Afterpay (AFY) – a “value investment” Livewire - June 2016 Elders turns the corner Featured News Articles Australian Financial Review - March 2023 Fundie touts Nasdaq’s First Solar as best long idea since Afterpay Australian Financial Review - November 2022 Hedge fund manager says Carvana equity ‘worthless’ Australian Financial Review - May 2022 Short seller warns of risks around Kogan shares Australian Financial Review - October 2021 A2 short-seller reveals secret art to ASX profits Australian Financial Review - September 2019 Gary Hui: Question everything, especially ‘value’ Australian Financial Review - May 2016 Arowana fund manager Gary Hui only cares about the numbers
