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Johnny Shapiro
4,294 posts
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Johnny Shapiro
@johnnyshap
@FinancialReview journalist covering finance, markets and investing. Arsenal fan and dad. [email protected]
Sydney, New South Wales
afr.com/by/jonathan-sh…
Joined May 2009
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  • user avatar
    Johnny Shapiro
    @johnnyshap
    Feb 13, 2019
    Paladin, which managed to win $420m of govt security contracts despite registering an address on Kangaroo Island that doesn’t have a post box, has reshuffled its ownership structure. Meanwhile Dutton distances himself
    Peter Dutton had 'no sight' of Manus contractor Paladin
    From afr.com
  • user avatar
    Johnny Shapiro
    @johnnyshap
    Jan 24, 2025
    This is the crazy story of Johnny Coin… Last week, inspired by President Donald Trump, we had a crazy idea: to create our own meme coin and write about it in the weekend @FinancialReview . What could go wrong? A lot but we figured it was worth a shot.
    111K
  • user avatar
    Johnny Shapiro
    @johnnyshap
    Mar 2, 2018
    This is what I hope is the definitive piece on our investigation into Big Un which was only possible with a lot of help from a lot of people who had no motivation other than for the full story to be told afr.com/business/insid…
  • user avatar
    Johnny Shapiro
    @johnnyshap
    Feb 19, 2019
    Latest disturbing development in the #paladinaffair Dept Home Affairs officials either didn't know or neglected to tell senators on Monday that in September they had demanded the head of Paladin, and main shareholder resign from the project
    Home Affairs demanded Paladin CEO quit, then paid it another $109m
    From afr.com
  • user avatar
    Johnny Shapiro
    @johnnyshap
    Aug 25, 2019
    My interview with @CliffordAsness on a touchy subject for funds managers - the decade long value investing funk
    Why it's hard to say when value wins again
    From afr.com
  • user avatar
    Johnny Shapiro
    @johnnyshap
    Oct 23, 2019
    My take on short reports. The best protection against short seller attacks is good governance, conservative accounting and an aversion towards stock promotion.
    Get Shorty? The market needs short-sellers more than it realises
    From afr.com
  • user avatar
    Johnny Shapiro
    @johnnyshap
    May 6, 2020
    I had to apologise to friends and family around the world before writing this column and spent most of last night in several concurrent text message debates... but here is the outcome.
    Has Warren Buffett lost his magic touch?
    From afr.com
  • user avatar
    Johnny Shapiro
    @johnnyshap
    Feb 14, 2019
    More intrigue in the #paladinaffair Home Affairs lawyers sought to strike out FOI clause and removed Commonwealth Procurement Rule requirements from Paladin contract afr.com/news/policy/fo…
  • user avatar
    Johnny Shapiro
    @johnnyshap
    Mar 20, 2019
    One broker is arguing that since Wisetech trades at 20x sales and it’s average acquisition is at 5.6x, the $250m of equity it is raising will create $900m of ‘value’. Capital markets at their finest folks
  • user avatar
    Johnny Shapiro
    @johnnyshap
    Jul 2, 2021
    Exciting news. We’ve just got our hands on our first hard copy of ‘Buy now, pay later - the extraordinary story of Afterpay’ authored by myself and @eyersj published by @AllenAndUnwin.. in bookstores 3 August
  • user avatar
    Johnny Shapiro
    @johnnyshap
    Mar 22, 2019
    DB analysts uncover what appears to be a major flaw in the APRA mortgage data which may be understating the average home loan balance of $276k by up to 40%
    Mortgages understated by 40pc: Deutsche
    From afr.com
  • user avatar
    Johnny Shapiro
    @johnnyshap
    Feb 15, 2019
    The soldier of fortune, feature with @AngusGrigg @lmurray75 on the unfolding #PaladinAffair that we have been covering intensely all week afr.com/news/policy/fo…
  • user avatar
    Johnny Shapiro
    @johnnyshap
    Jan 20, 2019
    Based on the 2018 returns I’ve seen I think these guys are selling themselves short
  • user avatar
    Johnny Shapiro
    @johnnyshap
    Dec 10, 2019
    Since our Mayfair Platinum piece (too long for a tweet)