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Professional investors distill techniques to improve and simplify investing.

Education

Studies show positive correlation between portfolio concentration and performance

In a sea of mediocre investment opportunities, those managers that concentrate portfolios in exceptional companies outperform.
Will Simpson
Blue Oceans Capital
Education

The demand for green hydrogen

In March 2021, we explored the use of green hydrogen in our article, Green hydrogen – a European case study, amidst the growing excitement around hydrogen as a...
Sarah Shaw
4D Infrastructure
Education

8 pearls of wisdom for investors

There’s a lot of investment guidance out there. Too much can be overwhelming. So, how can you cut through the noise and find what you need? To help you out, we’ve put...
Fidelity International
Fidelity International
Education

Investor Beware: How Depreciation can be Manipulated to Inflate Earnings

Investors must be aware that the numbers they're using in analysis could well be inflated by simple accounting manipulation. See how to spot it.
Will Simpson
Blue Oceans Capital
Outlook Series

Renewable energy trumps all. So what’s stopping us from having the cheapest energy in the world?

Renewable energy doesn't have to be expensive. This is how we get there.
Sam Reynolds
Octopus Investments
Success and More Interesting Stuff

Maggie Beer’s recipe for turning passion (and paté) into profit

Celebrity cook Maggie Beer has lived a life and career littered with setbacks. But it was this early education that helped her turn life's problems into profits.
Matthew Kidman
Centennial Asset Management
Success and More Interesting Stuff

Leo Barry was a star of "the big dance", now he's making his mark in small caps

Any Australian sports fan knows this quote - “Leo Barry, you star!” Now, meet the man and his post-football career in this edition of SAMIS.
Matthew Kidman
Centennial Asset Management
Education

The FTX red flags the world's most respected investors ignored

Just over a month ago, FTX crypto exchange founder, Sam Bankman-Fried’s (SBF) net-worth was $16 billion. Today, the 30-year old is shackled in a Bahamian prison that...
Dr David Allen
Plato Investment Management
Education

We know the potential; so why aren't we all value investors?

By general consent, 2022 has been a pretty rubbish year for investors. One of the most-widely-watched stock market indices, the S&P 500, lost a quarter of its value...
Tom Stevenson
Fidelity International
Education

Media Worth Consuming – December 2022

Interesting and under the radar media on finance, economics, politics and society
Jonathan Rochford
Narrow Road Capital
Success and More Interesting Stuff

The man trusted by Kerry Packer, Solomon Lew and Barbra Streisand (yep, seriously!) for stock market guidance

He's been trusted by some of Australia's wealthiest individuals but little is known about this legend of the stockbroking industry.
Matthew Kidman
Centennial Asset Management
Rapid Fire

Realside (now Keyview): "The worse things get, the better they get for us"

Slowing growth has forced many of the big institutional lenders to take a step back. That's paved the way for Realside (now Keyview) to step forward.
David Thornton
Livewire Markets
Education

10 business and investing podcasts for the holidays

Because podcasts are a great learning tool across a wide range topics, issues, and opinions, we've listed some of our favourites for the Christmas break.
Robert Miller
NAOS Asset Management
Education

Where we’re finding the most attractive, under-followed and under-valued global stocks

This household name in consumer electrics is just one of the opportunities we’re buying within this powerhouse Asian market.
Jordan Lipson
Phoenix Portfolios
Education

Why fossil fuels are ethical and their opponents aren’t

Taking into proper consideration advantages and benefits as well as costs and disadvantages, any conventional investment portfolio shouldn’t merely consider fossil...
Chris Leithner
Leithner & Company Ltd
Education

Don’t ignore the franking, ignore the hyperbole!

Looking to 2023, income investors can’t ignore the tax-effective benefits of franking credits, and by extension of that, we think investors Can ignore much of the...
Dr Don Hamson
Plato Investment Management
Education

3 retirement risks and how to navigate them

While there has never been a better time to be alive, it has, admittedly, been easy to overlook this notion over the past few years. The truth is that we live in an...
Peta Tilse
Cromwell Funds Management
Education

The yield curve, recessions and soft landings

One of the accepted truisms in modern finance is that a lot of information can be derived from the yield curve. The US yield curve A positive sloping curve (as...
Chris Bedingfield
Quay Global Investors
Education

US infrastructure: Investment risks and opportunities

In November, Head of ESG and Senior Investment Analyst, Peter Aquilina, travelled through the US to meet with management teams of oil and gas pipeline, regulated...
Sarah Shaw
4D Infrastructure
Education

Why I am frustrated by the state of ESG

This will be a missive wire on an important topic I feel very strongly about. This is the current state of progress towards (truly) sustainable investing in respect...
Kingsley Jones
Jevons Global
Success and More Interesting Stuff

How Domino's boss Don Meij built a $5.7bn global pizza powerhouse from the suburbs of Brisbane

Don Meij hails from Rockhampton but made his name in pizzas. He shares all in this first episode of SAMIS' third season.
Matthew Kidman
Centennial Asset Management
Outlook Series

2023 Outlook Series survey - 'Predictions and Top Picks'

Each year, we invite Livewire readers to participate in Australia's biggest survey of investors. It’s a survey with a difference, where you can have your say and...
Livewire Exclusive
Livewire Markets
Education

Readers' request: Two more opinions on the changes to franking credits

The proposed changes to the franking credit system continue to be a divisive topic. Here's why two experts don't think you should worry.
BHP
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Ally Selby
Livewire Markets
Education

Finding the market leaders

Check out Wilson Asset Management's Vault Series to hear more about how our investment team are positioning their portfolios throughout the rest of FY2023.
Wilson Asset Management
Wilson Asset Management
Education

The factual case for fossil fuels

In my previous wire (How we’ve prepared for the next bust, 28 November), I noted that recessions can have salutary effects: they usually damage and sometimes destroy...
Chris Leithner
Leithner & Company Ltd
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