Why Allan Gray is still bullish energy and cautious on darlings like CSL
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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 ...
Paul Taylor’s guide to long term compounding on the ASX (plus a 3-stock portfolio for the bottom drawer)
Last month, Fidelity marked the 20 year anniversary of its Australian Equities Fund. The fund has consistently outperformed its benchmark, the ASX 200 Accumulation Index, netting over 11% per annum.
Paul Taylor, Head of Investments at Fidelity Intern...
Trailer: Fidelity’s Paul Taylor reveals his secret sauce for finding long-term compounders
The past two decades have seen a lot of crises that have affected financial markets. The Global Financial Crisis, the European sovereign debt crisis, COVID-19, and the Russo-Ukrainian war. The list goes on.
Last month, Fidelity marked the 20 year ann...
This energy company hasn’t seen conditions this good in 25 years
In sports, players deemed to be "all rounders" don't usually dominate headlines and highlight reels. Yet, over the course of their careers, their flexibility and consistent performance can prove invaluable.
The same can be said of investing. You hav...
Trailer: This energy company hasn’t seen conditions this good in 25 years
On the upcoming episode of the rules of investing, we speak to Blake Henricks from Firetrail Investments.
Blake discusses the health of Aussie balance sheets, what we can expect from earnings season, some of the mispriced companies he’s found in toda...
Giselle Roux’s fluff-free take on the market (and where you can find opportunity today)
If you are feeling confused right now, you can rest easy knowing you are not alone.
Since the beginning of the year, investors have been bombarded with a cacophony of conflicting market commentary on where best to invest. The indicators themselves, ...
Trailer: Giselle Roux
Since the beginning of the year, investors have been bombarded with a litany of conflicting market commentary on where best to invest. The indicators themselves also seem to be pointing in opposing directions. For equities focused fund managers, ther...
