Articles

  • 1 week ago | capitalbrief.com | Jack Derwin

    Skip to contentAt this year's Macquarie Conference, CEOs tackled tariffs, shifting consumers and M&A hopes — with a side of burrito bravado from Guzman y Gomez. The Macquarie Conference comes but once a year, and it’s one of the best events on the calendar — at least according to the fundies who flock to it.

  • 1 week ago | capitalbrief.com | Jack Derwin

    The Australian people may have just handed Anthony Albanese a resounding mandate but the country's corporates remain overwhelmingly focused on Donald Trump. On day one of the Macquarie Australia Conference, which was opened by chief executive Shemara Wikramanayake in Sydney on Tuesday, it was telling that Albo — hot off one of the most extraordinary Australian election victories in decades — barely rated a mention, while the US president, and his policies, cast a long shadow.

  • 1 week ago | capitalbrief.com | Jack Derwin

    Skip to contentThe hedge fund manager says there have not been redemptions as a result of its bungled biotech bet, and in fact it has experienced inflows. Regal Partners' star stockpicker Phil King says the write down of its biotech investment Opthea to zero has not resulted in outflows from its funds.

  • 1 week ago | capitalbrief.com | Jack Derwin

    The news: HMC Capital says it is getting closer to finding a new tenant for its 11 Healthscope hospitals, as it looks to resolve the long-running saga between its Healthcare and Wellness REIT that owns the hospitals and Healthscope, which operates them and is struggling under debt.

  • 1 week ago | capitalbrief.com | Jack Derwin

    Minotaur Capital is shorting the tech giant — and backing developers — as a legal defeat threatens one of Apple’s crown jewels. When Thomas Rice saw that Apple had been found to have violated its court orders last week, the Sydney-based fund manager swiftly took a short position against the US tech giant.

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Jack Derwin
Jack Derwin @jack_derwin
22 Apr 25

Regal's bad bet on Opthea could cost its traders tens of millions of dollars and put deferred bonuses at risk. https://t.co/EAqdqbsO29

Jack Derwin
Jack Derwin @jack_derwin
22 Jan 25

Guzman y Gomez's Feb results will pit wealthy shareholders against circling short sellers. Given the chance, will GYG insiders be tempted to take some serious money off the table? https://t.co/6QfttrVyBX

Jack Derwin
Jack Derwin @jack_derwin
20 Jan 25

How index funds are breaking markets. https://t.co/8xxgTLKHrv https://t.co/kDnLTEa2Bm