Making money from unloved and out-of-favour stocks
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2 killer growth stocks (and why culture is key to successful small caps)
Culture is not something that immediately springs to mind when assessing a company and its prospects for the future.
More often than not, we investors are scouring profit and loss statements, comparing financial ratios and (if we have the time and sk...
Trailer: Qiao Ma, Munro Partners
Qiao Ma has had an extensive career in funds management including stops in New York working for hedge fund Jericho Capital and more recently Cooper Investors in Melbourne.
Earlier this year, Qiao joined Munro Partners, where it was recen...
We are in the midst of a social, economic, financial and political crisis
From geopolitics to fiscal policy, commodities to equities, this week's featured guest on The Rules of Investing has some high-conviction views on a whole range of subjects.
For more than 40 years, Donald Amstad traded his way through the highs and ...
Invest in what you know, avoid what you don’t: Lessons from a Hall of Fame fund manager
Despite all of his success, Morry Waked has remained relatively under the radar. He’s not one to boast of his achievements, and he’s very rarely fronted the media.
At Livewire, we dedicate ourselves to finding the best fund managers in Australia - an...
Emma Fisher: Why it pays to be bullish (and the most outstanding idea on the ASX today)
The times when a company is dominating headlines (for all the wrong reasons) are the best time to buy.
Take Medibank Private (ASX: MPL), for example, which you may remember, was embroiled in a data breach in October 2022.
On the news, the stock's s...
Matthew Kidman: Get ready to run with the bulls
Matthew Kidman is a well-known entity to readers of Livewire, as host of Success and More Interesting Stuff, Buy Hold Sell, and most recently, Livewire Live.
Finally, we got him in the hot seat to run us through his own journey into funds management,...
Hedge fund managers never name their shorts. This one does…
Short sellers have had a tough time of it over the past decade. The era of free money lifted all boats, including companies that would perhaps otherwise be candidates for short selling.
Today's market is radically different. Central banks have lifte...
Bob Desmond names his ”forever” stock
We're constantly told that diversification is the only free lunch in finance. Yet most of the world's top investors choose not to eat it.
Warren Buffett, Charlie Munger, John Maynard Keynes, Lou Simpson, George Soros. All run concentrated portfolios...
Trailer: Bob Desmond, Claremont Global
We're constantly told that diversification is the only free lunch in finance. Yet most of the world's top investors choose not to eat it. Warren Buffett, Charlie Munger, John Maynard Keynes, Lou Simpson, George Soros. All run concentrated portfolios....
