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Education

Professional investors distill techniques to improve and simplify investing.

Education

The myth of the small cap premium

Many people dream about – and some repeatedly try – hitching their wagons to “the next Microsoft” (or Amazon, Apple, etc.) and riding it effortlessly to a fortune. For...
Chris Leithner
Leithner & Company Ltd
Education

‘Net zero’ – easy to say, difficult to execute

The race to ‘net zero’ is on in every part of the globe, those two little words giving investors comfort that companies are taking real action on climate change....
Andrew Maple-Brown
Maple-Brown Abbott
Education

Those who fail to learn from history are doomed to repeat it

Prompted by some less than ideal M&A transactions, we feel it necessary to highlight a disappointing recent trend in the Australian REIT market: the return of...
AVN
Andrew Parsons
Resolution Capital
Education

Is investing in shares right for you? What you should know before diving in

Here at Livewire Markets, we write about investing all day long. And because we’re so used to thinking and writing about this stuff, we sometimes lose sight of what it...
Livewire Exclusive
Livewire Markets
Education

Thinking outside the box

Lucas White and I wrote about the importance of a climate change strategy and the benefits it would provide in 2018. We expect these to include diversification,...
Jeremy Grantham
GMO
Education

WAM Alternative Assets education series | Real assets

In the fifth episode of the WAM Alternative Assets education series, portfolio manager Dania Zinurova discusses investing in real assets, such as agriculture, timber,...
Dania Zinurova
Dania Zinurova
Education

Media Worth Consuming – October 2021

Top 5 ArticlesHow Evergrande’s financial problems could spill over into banks, insurers and the Chinese stock market. Tesla has the same market capitalisation as the...
Jonathan Rochford
Narrow Road Capital
Education

Frank Lowy and Hamish Douglass: 16 life and investing lessons

In the latest episode of the Magellan — In the Know podcast, Hamish Douglass talks to his friend and mentor, Sir Frank Lowy AC, the legendary co-founder of the...
Matt Buchanan
Matt Buchanan
Education

Gas prices, ‘greenflation’ and governmental gatherings

Gas prices in the UK shot up by 37% in a single day in early October. This was on top of a near trebling in price since the Summer of last year.The UK has become more...
Ted Franks
Pengana Capital Group
Education

"Trust your instinct" – In conversation with Sir Frank Lowy AC

How do you turn a humble delicatessen into the world’s largest operator of shopping centres — Westfield Corporation? What sort of personality do you need to become a...
Hamish Douglass
Hamish Douglass
Magellan
Education

3 trends to shape the next 5 years (and how to take advantage of them)

PIMCO’s annual Secular Forum this September was the 40th in our firm’s 50-year history. There were no in-person celebrations, though, because like last year we only...
Joachim Fels
PIMCO
Education

WAM Alternative Assets education series | Infrastructure

In the fourth episode of the WAM Alternative Assets education series, Portfolio Manager Dania Zinurova discusses infrastructure, an asset class that plays an important...
Dania Zinurova
Dania Zinurova
Education

Meet Ann and Geoff: She's the CEO of spend and he's the CFO of don't spend!

Now and again, you stumble across a couple that epitomises happiness, and it is inspiring. Two people who are totally in sync because of (not despite) their...
BHP
+8
James Marlay
Livewire Markets
Expert Insights

Finding X-factor stocks that trade cheaply

In a recent investor presentation, Michael Goldberg quoted Howard Marks that the main risks one has to balance in investing are losing money and missing opportunity....
Livewire Exclusive
Livewire Markets
Education

Valuation: Highlighting the importance of Return on Equity and Payout Ratios

In this wire, I will look to tease out the importance of a business’s return on equity (ROE) and look to shine a light on how this measure of a company’s profitably...
Michael Wayne
Medallion Financial Group
Education

Mean reversion - A powerful force

The pandemic has had an extreme impact on economies and markets, yet there is an even stronger force that few are comfortable acknowledging. It has helped mitigate the...
Dan Miles
Dan Miles
Innova Asset Management
Education

Yasmin Allen: Good governance and the future of work

Yasmin joins David in this episode to define what creates good governance in businesses as well as her thoughts on the future of work. Yasmin has an extremely diverse...
David Clark
Koda Capital
Education

WAM Alternative Assets education series | Private equity

In the third episode of the WAM Alternative Assets education series, Portfolio Manager Dania Zinurova discusses private equity, an asset class growing in popularity...
Dania Zinurova
Dania Zinurova
Meet The Investor

Meet Rob: He conquered 'the enemy' with a two-pronged growth and income strategy

Like many of us, Rob became serious about investing for the love of his family. Rob’s initial goal was to ensure he and his wife had enough income to support a...
AMP
OSH
+5
James Marlay
Livewire Markets
Education

Meet the Investors: 8 readers' lessons, and all the Top 5 Holdings

In April this year, Livewire had the good fortune to receive a great idea from a regular reader, Andrew. We were missing a trick, he wrote: Why not connect with our...
APT
APX
AUB
+25
Matt Buchanan
Matt Buchanan
Education

WAM Alternative Assets education series | Real estate

In the second episode of the WAM Alternative Assets education series, Portfolio Manager Dania Zinurova discusses real estate, a tangible asset class with exposure to...
Dania Zinurova
Dania Zinurova
Education

Our approach to selling – and why we sold BHP

In 2015, Leithner and Company Ltd purchased shares of BHP. In June of this year, we sold them. Over these years, this investment generated an unexpected but gratifying...
Chris Leithner
Leithner & Company Ltd
Rapid Fire

Tyndall’s Brad Potter shares lessons from 20 years of investing

Brad Potter, Head of Equities at Tyndall, learned some of his biggest investing lessons in the Great Sandy Desert and The Pilbara. Before embarking on a career in...
+1
James Marlay
Livewire Markets
Meet The Investor

Meet Dimitri: The Greek who loves to buy the dip (no, not tzatziki)

While Dimitri is a proud Greek-Australian, he wields the luck of the Irish when it comes to picking his moments in life and the market. Dimitri moved to Australia to...
DDR
+3
James Marlay
Livewire Markets
Education

WAM Alternative Assets education series | Introduction to alternative assets

Introducing the WAM Alternative Assets education series with Portfolio Manager Dania Zinurova, where we delve into the fundamentals of alternative assets and the...
Dania Zinurova
Dania Zinurova
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