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The daily Match Out for Friday 24 November 2023 with James Gerrish of Market Matters

Weekly Update | 24th November, 2023

L1 Capital's Mark Landau takes a value and contrarian approach to the market. These are some of the themes and companies he invests in.

Plus, EQ emerging as a national champion in the critical tungsten game

Sometimes, you don't have to pay up for stocks with stellar leaders - but it takes a keen eye to identify them.

The daily Match Out for Thursday 23 November with James Gerrish of Market Matters.

The winners of the AI revolution

As many ask themselves (and management) what's going on inside the iron ore major, here's what brokers are saying

Get up to date on overnight market activity and the big events for the day.

Callum Newman of Fat Tail explains why Aussie small caps should lift out of their worst streak of underperformance in over two decades!

Tim Carleton from Auscap Asset Management says valuations have adjusted meaning pockets of value have emerged on the ASX.

The daily Match Out for Wednesday 22 November with James Gerrish of Market Matters.

Citi says "any dip in iron ore from here through to at least Chinese New Year could represent a buying opportunity."

Quality in listed companies is not something that shows up in daily share price moves. But on a longer term horizon the numbers don't lie

Get up to date on overnight market activity and the big events for the day.

Who wouldn’t like to have a portfolio that looks exactly like Buffett’s Berkshire Hathaway? (Now if only we could guarantee those returns…)

Eley Griffiths Group's David Allingham shares why the firm is making a new foray into the mid-cap end of the market.

For many, this Cold War is their first rodeo in the propaganda arena. It is a crowd-pleaser, which astute investors can harness for alpha.

The daily Match Out for Monday 20 November 2023 with James Gerrish of Market Matters

This leading wealth manager wants to challenge Australian investors about their love affair with franking credits and property

Citi has removed all Buy ratings from the Big Four Banks for the first time since March 2020.

Get up to date on overnight market activity and the big events for the day.

In this episode, Forager's Steve Johnson and Tyndall's Jason Kim channel the father of value investing, Benjamin Graham.

The daily Match Out for Friday 17 November 2023 with James Gerrish of Market Matters