Insight

Our investment research is published under the title “The Activist Analyst”. We seek to both analyse “what is” and “what could be” through the disciplined application of incremental capital. Our analysis is designed to assist investors to capture value and encourage corporate boards and management teams to challenge their entrenched perceptions.

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David Langford

Swings & Roundabouts Interview

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David Langford, Managing Director and Chief Investment Analyst with Long Lake Research speaks with Jane Lowe about contrarian investing and the need for Australian companies to innovate or get left behind.

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Check this link.

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