Why Allan Gray is still bullish energy and cautious on darlings like CSL
Show More
- 0.5
- 1
- 1.5
- 2
Other episodes
The lead indicator for Dion Hershan’s best trades (and two high quality stocks for the ”slow grind” ahead)
Two years ago, on a trip to Perth, Yarra Capita’s Dion Hershan was pitched the case for lithium stocks by his Uber driver. Hershan says it was a cliche moment and a classic example of a ‘ringing the bell’ sign. On the flip side, there are moments whe...
Ben Griffiths’ small cap playbook as animal spirits awaken
The penny has dropped and thanks to a three-letter word from the Federal Reserve's recent interest rate decision ("any"), small caps both in the US and in Australia have started to rocket out of a long slumber. For most of the last 18 months, small c...
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...
