We’re in ’Tech Wreck 2.0”, and some big names won’t make it
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Blackwattle’s Ray David is raising red flags about market darling CSL
There are a select few stocks on the ASX that boast true market darling status. Whereas other stocks sell off at the hint of bad news, market darlings seem to emit an aura effect on markets that itself attracts investment.
Biotech company CSL is argu...
Trailer: Blackwattle’s Ray David is raising red flags about market darling CSL
Hello and welcome to the Rules of Investing, brought to you by Livewire Markets, I’m your host David Thornton.
On the upcoming episode I sit down with Ray David, Portfolio Manager and Partner at Blackwattle Investment Partners. Alongside Joseph Koh, ...
Livewire Live is back in 2023!
Livewire Live is an investor event like no other where Australia’s most experienced investors will debate the critical topics in markets right now.
It is set to be an unmissable event with an exceptional lineup of speakers and innovative formats. Tic...
What do counting cars and delivering an 18% pa return for investors have in common?
There is a good reason why Australia’s sovereign wealth fund, the Future Fund, maintains a 16% allocation to private equity. Returns, returns, returns.
Private equity, and the lucrative returns it offers, has traditionally been the restricted domain ...
Regal’s ultimate guide to microcap investing in 2023
If there is one request that we repeatedly receive from our audience, it’s that you want more content on the wonderful, often under-covered world of microcaps.
It makes cents (literally). These stocks usually fly under the radar of the masses, provi...
Trailer: The ultimate guide to microcap investing in 2023
In the upcoming episode of The Rules of Investing, we're joined by microcap expert Jessica Farr-Jones, the portfolio manager of the Regal Emerging Companies Strategy*.
She shares why she is feeling bullish about the opportunity in small and micro cap...
The only ASX stock with a return on equity of over 50%
Value investing is all about buying stocks that are trading below their intrinsic value.
In practical terms, that often involves investing in companies and sectors that have been shunned by the market due to particular macro headwinds.
"It should b...
Oscar Oberg: Small caps are primed to rally, and it doesn’t happen without these stocks
A year ago I sat down with Oscar Oberg, lead portfolio manager at Wilson Asset Management. His thesis then was that small caps were beaten down and due some mean reversion.
Alas, small caps haven’t done much since then, with the Small Ords returning ...
Trailer: Small caps are primed to rally, and it doesn’t happen without these stocks
Hello and welcome to the rules of investing, brought to you by Livewire Markets. I’m your host David Thornton.
A year ago I sat down with Oscar Oberg, lead portfolio manager at Wilson Asset Management. His thesis then was that small caps were beaten ...