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It’s never been easier to trade. It’s cheaper than ever, you have unlimited access to information, and you can execute a trade from the device sitting at your fingertips right now. It’s easy and it’s tempting to fiddle with your investments. Joe Magyer from Lakehouse Capital says studies show that... Show More

Andrew Mitchell

Never before has the Australian small and mid-cap equity market experienced such a broad variety of Australian and NZ-based businesses achieving stellar success in overseas markets. Where offshore expansions have long been an investment graveyard for larger-cap Australian businesses desperately looking for growth avenues to supplement mature domestic market positions... Show More

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Michael Locaso

Nice synopsis Andrew. I agree and would add that a2 has not yet launched infant formula in the US, and the milk business in the US is still in its infancy. Moreover, the new product laun [...]

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Crispin Thurston


Michael Frazis

Value investors often look for beaten-down stocks that have sold off on temporary news or set-back that leaves their long-term value intact. The two companies below show a different kind of deep value scenario. Show More

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Michael Whelan

Hi Michael - a penny for your thoughts on Senex (SXY)? I put it in a similar category to COE, moving from developer to producer. Regards, Another Michael

Hedley Widdup

The mining industry collectively had to address a range of issues to ensure survival between circa 2011 and 2015. Having met the top of the market with bloated balance sheets and unsustainable costs, austerity was rolled out. But unlike many mining initiatives there were no commemorative shirts or hats. The... Show More

Kapstream Capital

Perhaps simply ‘queasiness’ is more fitting. Certainly that’s an apt feeling among investors having stomached sharp falls in risk asset prices in the last quarter of 2018, again bringing into focus the question of asset allocation as investors consider the path ahead. While many of the surprise falls reversed, at... Show More

Nikko Asset Management Australia

History is replete with examples of businesses and consumers ignoring or dismissing big ideas, particularly those associated with disruptive innovation. In 1876, for example, when Alexander Graham Bell was granted the official patent for the telephone, many businesses dismissed it as irrelevant or insignificant. Famously, Western Union took a pass... Show More