Seasons Greetings

On behalf of everyone at PPM we would like to wish you a happy and safe festive season. We have…

Environmentally Friendly Coffee Cups

PPM is proud to announce that we have moved away from paper/plastic cups, aiming to save over 4500…

Sleeping giant

Waking Sleeping Giants: Timely Revisiting Corporate Strategy

It is not uncommon for large incumbent companies to fall victim to change from external and…

Nestle

Rejuvenation of an Icon

The three characteristics PPM looks for in core portfolio investments are: strong financial…

Lights out?

Steve Sargent, a non-executive director of Origin Energy Ltd, and prior CEO of GE Australia, where…

louis vuitton

Retail – Double digit Growth!

An aspect of PPM’s investment philosophy is a belief that even in difficult industries great…

An Insurer that ticks our boxes

Insurance is fundamental to any properly functioning, modern economy and we are always open to…

Netflix

Disney goes direct

Content and Distribution Wars or an astute progression? On the surface, there seems to be a power…

Qube

Disruptor or Beneficiary?

There has been much market talk about the potential effect of Amazon entering the Australian market…

Australia’s Achilles Heel?

This article follows an earlier article in the May PPM Insights Index Funds - the untold risks. It…