ASX 300

If you missed it, we recently released the fundies’ #1 stock picks for 2022, and it’s the biggest and best one yet. This year we have 18 stock picks from a massive...

The last 12 months have been very kind to equity investors, with the ASX trending upwards throughout the year. The ASX finished +17% ahead of where it ended 2020 and...

Episode three of Success and More Interesting Stuff features Rob Millner, the patriarch of Washington H Soul Pattinson. Soul Patts is the closest investment vehicle...

Several months before the pandemic began, Pulitzer Prize-winning author Liaquat Ahamed wrote a piece for The New Yorker with a bold headline aimed at a contentious...

Global transport is changing at breakneck speed, rushing to meet the demands of global warming. Electric cars — unheard of just five years ago — are now almost...

Theme 1 Battery market consolidation Looking back at 2019, we initiated coverage on the battery metals sector and mentioned at the time the market had reached an...

With the S&P 500 and the S&P/ASX 200 racing ahead approximately 27% and 10% in 2021, it's fair to say investors have had a surprisingly good year. Despite the ups and...

The Federal Government's plan to reach net zero greenhouse emissions by 2050, dubbed the Australian Way, brings with it a range of opportunities for investors. The...

Rising prices, largely driven by the increasingly inflationary environment, are creating challenges for a range of Australian companies. Combined with the transition...

A choppy but marginally positive session for the ASX today as volumes peter out ahead of the Christmas break. Actually, having a full week of trade before Christmas...

Gold prices have continued to trade in a narrow range in December, with the precious metal oscillating around the USD 1,800/oz price point. Assuming there’s no...

This episode of Success and More Interesting Stuff features high-profile fund manager Geoff Wilson, my former boss and colleague. I went to work for him in the...

Johns Lyng Group (ASX: JLG) recently announced the acquisition of US insurance repair company, Reconstruction Experts. An acquisition by JLG was widely expected, but...

After a flat open, the ASX found its mojo by mid-morning. And while US Futures plus Asian markets were positive today, it seemed more a case of the local market...

Jeff has had a storied career, having started off in tech with Telecom Australia (now Telstra), retraining as a professional musician, and later becoming an events...

There are two types of consumer companies: staples and discretionary. Staples deal in goods that we need every day, generally companies like supermarkets or food and...

As we approach year-end, we’re revisiting the impact of corporate activity on our holdings and seeing vindication for our value investing stance. Value investing has...

Working from home most likely won't have a big effect on demand for office space as the economy reopens, says Chris Bedingfield, principal and portfolio manager of...

It’s something of a magic number, three. Regarded by various cultures as mystical, three is thought to symbolise harmony, wisdom and understanding. And in ancient Rome...

It was a tough session for pockets of the ASX, however overall it was a fairly resilient day with a bounce-back in the Healthcare and Consumer Staples stocks (i.e. the...

The Annual General Meeting (AGM) season in Australia is no longer just for procedural matters. It can really be considered a quasi 'third earnings reporting period'...

The majority of Australian listed companies report their financial results in February and August. It is common during these ‘reporting seasons’ for trends to emerge...

As a holiday send-off, here is a list of the top six stocks in Wilsons’ healthcare coverage that excite us about coming back from the break. In every case, we see 2022...

The path to achieving Australia’s net-zero targets will take time and require substantial market support. The opportunity for Australian banks to fund renewable...