Matthew Kidman: Uncut

James Marlay

Regular readers of Livewire will know Matthew Kidman from his role as ‘Anchorman’ for the popular Buy Hold Sell video series, and for expertly moderating panel sessions at the annual Livewire Live investor event. Show More

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Mary Ryan

Really interesting and honest

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Patrick Fresne

An interesting point raised by Kidman in the interview is the question as to why Australian equities have underperformed against those of other regions over the past decade or so. I have [...]

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Nathan Bell

Loved the honesty Matt. Great interview boys!

IPO Watch: Coles

Hugh Dive

In March Wesfarmers announced their intention to demerge Coles into a new separately listed company, with the new company expected to list on the ASX next Wednesday. Existing Wesfarmers shareholders will receive 1 share of Coles for every Wesfarmers share they own and the parent company will retain a 15%... Show More

Economic updates for Australia look positive

Sean Callow

Equities had a poor run this week, and Australian equities underperformed the Asian region, but nonetheless, the AUD moved towards 3 months highs as we saw an important week of economic updates for the domestic economy, which all in all were upbeat. The Aussie dollar was also helped by more... Show More

When looks can be deceiving

Andrew Macken

As happens four times per year in global equity markets, publicly-listed companies recently reported their results for the third calendar quarter of 2018. This is not only an enormous undertaking for the disclosing businesses, it is also a busy time for equity analysts and fundamental investors who carefully dissect disclosures... Show More

Golden age of banking is over: A response to feedback

Michael Wayne

In the last couple of days, I have received a number of responses from clients and readers regarding our article ‘The golden age of banking is over’. Given the connection some investors have with banks shares this was to be expected and I’ll take some time in an attempt to... Show More

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Elizabeth Geyer

Thank you for this. I wonder how different the US banks are, given Warren Buffett has just bought heavily into banks.

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Michael Wayne

Hi Elizabeth, you make a good observation. I feel the landscape for US banks and Australian banks differs at the moment. Although the US banks haven't shot the lights out over the last 1 [...]

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jack Upton

Banks write their own interest rates - banks reducing staff - banks closing out branches - banks retreating to major centres - banks disposing of low-performing assets - banks re-orienti [...]