Archive: May, 2025

May 21, 2025

Insuring its own future – the QBE turnaround

By Sean Sequeira

QBE (ASX:QBE) has been a long-term holding of the Australian Eagle Long portfolio, albeit one that has faced its share of missteps over the years. However, in recent periods, the business has undergone a clear and deliberate transformation under current management, with a renewed focus on profitability, discipline and simplification.
May 6, 2025

The end of an epoch. Warren Buffett retires

By Roger Montgomery

Australian investors, engrossed in the 2025 Federal Election, may have missed a seismic shift in the global financial landscape: Warren Buffett, the legendary investor and CEO of Berkshire Hathaway, announced his retirement at the age of 94.

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