Alan Kohler: We’re in for a recession we didn’t need to have
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One sector with 50 years of growth ahead
Guest: Owen Hegarty OAM, Executive Chairman, EMR Capital.
There have been few times in history that one could look at an industry or sector and confidently expect decades of growth ahead. But this is the situation that the resources industry, in par...
Season‘s greetings from Livewire Markets
Christmas is already upon us, which means it's time to take a break from your regular Rules of Investing programming. But don't worry, there's plenty of podcast content to keep you informed and entertained of the summer. Listen to this special short ...
Quality and growth: How Ben Clark consistently finds winners
Consistency is key to successful investing. Just ask someone who invests in speculative mineral explorers – they’ll likely be able to tell you about their big winners but might be less keen to discuss their strike rate. But even getting 60 or 70 perc...
The biggest opportunity since the internet
Guest: Nick Griffin, Chief Investment Officer, Munro Partners.
The internet changed the lives of every person reading this article (and everyone who isn't for that matter) and the fortunes of almost every business in the world. Today, all the largest...
Uranium Special – How did we get here? (part 1)
In the first part of this special miniseries, I talk to Brandon Munro, CEO of Bannerman Energy and co-Chair of the World Nuclear Association's Nuclear Fuel Demand Working Group. Bannerman is a greenfield developer listed on the ASX under the ticker c...
Uranium Special – Where are we going? (part 2)
In the second part of this special miniseries, I speak to Leigh Curyer, CEO of NexGen Energy. NexGen Energy is currently developing the Arrow deposit, located in the Athabasca Basin in Saskatchewan in northern Canada. Arrow is one of the largest, hig...
Uranium Special – The fundies‘ view (part 3)
In the final part of this mini-series, I speak to Guy Keller, Portfolio Manager of the Tribeca Nuclear Opportunities Fund. Guy has over 20 years of experience as a commodities analyst and trading, having been Head of Asia Base Metal Trading for Macqu...
The complete guide to LICs
'Buying a dollar for 80 cents' is an old investing cliche that's rarely taken literally these days. In a bygone era, 'net-nets' - stocks trading below the value of their net tangible assets - were a relatively common occurrence. Some investors built ...
A hated sector that Ben Graham would love
Michael Goldberg and the team at Collins St Value Fund know a thing or two about making money off unloved and out of favour stocks and sectors. Their investments in uranium and a then-unloved pharmaceutical stock (among others) have helped them outpe...
