Home Wires

Education

Professional investors distill techniques to improve and simplify investing.

Rapid Fire

Simon Conn's 3 favourite small caps for 2022 and beyond

Investors with a penchant for small caps may know of Simon Conn, the long-standing senior portfolio manager of Investors Mutual's small and mid-cap funds. In this...
BGA
EVT
+5
Ally Selby
Livewire Markets
Education

Supply chain disruption: Why this is no short term consequence of COVID and the huge role private equity will play

It seems just about everything’s being blamed for supply chain issues these days, even the neighbour’s barking dog. But if you’ve tried to buy a new car or a...
Sam Armstrong
Barwon Investment Partners
Education

Media Worth Consuming – March 2022

My top five articles across the month are: Reliance Industries has outfoxed Amazon by taking employees and store leases from a nearly bankrupt Indian retailer. Supply...
Jonathan Rochford
Narrow Road Capital
Education

How climate leaders will trump complacent companies

Climate leaders - those that decarbonise their businesses faster than others - will have a rising cost advantage over competitors in the decade ahead.Unsustainably low...
Schroders Australia
Schroders
Education

Introduction to the WAM Alternative Assets Megatrends Series

The WAM Alternative Assets Megatrends Series explores the long-term megatrends that the WAM Alternative Assets (ASX: WMA) portfolio can access through investing in...
Dania Zinurova
Education

What I wish I'd known about investing at 30

I turned 30 in 1993, four years after the fall of the Berlin Wall. It would be another three years before I owned my first mobile phone. I used a PC at work but did...
Tom Stevenson
Fidelity International
Education

Identifying the next ASX Hall of Famers and what drives share prices

This week QVG Capital presented a webinar that talked about, among other things, some of the greatest ASX-listed companies of all time. The purpose of this exercise...
CSL
+5
Chris Prunty
QVG Capital
Education

The janitor who amassed a fortune: How character underpins investment success

All investors want to become successful. Many wish to gain financial independence and help others. How to achieve these worthy goals? An exploration of the life and...
Chris Leithner
Leithner & Company Ltd
Education

'Gradually then suddenly' – Learning to love trend following

Over the last 18 months, markets have repriced expectations for both interest rates and commodities, first gradually, then suddenly. The way this has occurred brings...
Mathew Kaleel
Mathew Kaleel
Meet The Investor

Meet Andrew: And his love of strong performing ETFs (and even stronger small caps)

Andrew, a Melbournian, has been around the world of finance since high school, having studied the discipline and then starting his career as a trainee at PwC. Over the...
BCI
+2
James Marlay
Livewire Markets
Education

Learning from historians as well as from history

Responding to cannon fire in the bay, the citizens of Melbourne armed themselves and gathered in Port Melbourne in September 1854, believing a Russian attack that...
Martin Pretty
Equitable Investors
Education

Does anyone remember 2016?

I remember a few things. I remember the guy from ‘The Apprentice’ was back on TV. This time they’d given him the role of US President. News headlines spoke of...
Josh Clark
QVG Capital
Education

What is an Active ETF and what are the benefits for investors?

Around $27 billion worth of active ETFs, across 76 products, are available in Australia as of 28 February. What are the benefits of these structures? This wire helps...
Chris Meyer
Pinnacle Investment Management Limited
Education

Investing mistakes during a crisis

Last Thursday morning, as my phone reconnected at Heathrow Airport, I learned that Russia had invaded Ukraine. I might have expected this. But I was not alone in being...
Tom Stevenson
Fidelity International
Education

Like kites, do portfolios rise against or with the wind?

For the runners, cyclists or outdoor sportspeople within our readership, a handful of circumstances will almost always result in a proverbial groan: headwinds. That...
Jesse Moors
Jesse Moors
Spatium Capital
Education

The 10 most-followed female investors

Today marks International Women's Day, an annual global celebration of the social, economic, cultural, and political achievements of women. This year's theme is "break...
Ally Selby
Livewire Markets
Education

The sweet spot for earnings power

The investment management industry tends to present issues in zero-sum ways. Active versus passive, large cap stocks versus small cap stocks, liquid assets versus...
APT
BHP
+5
John Guadagnuolo
Antares Equities
Education

Is the end in sight for EBITDA?

The use of 'EBITDA' started out as a simple idea to better communicate the value in high-growth businesses. But over the years, it’s morphed into something else...
Brendan York
NAOS Asset Management
Education

In conversation with the women in portfolio management

With International Women’s Day (IWD) coming up on 8 March, we asked Channel Capital how they're celebrating and to share some of the stories that make women...
Livewire Exclusive
Livewire Markets
Education

From dreadful mistake to 12-bagger – why it (sometimes) pays to hang in there

Picture what you were doing in 2002. Ah, they were simpler times. What I was doing in addition to working my butt off was helping my mother manage her SMSF. She lived...
David Guy
Leithner & Company Ltd
Education

How fear during times of market volatility can lead to selling at the wrong time

Volatile markets have the potential to unnerve many, but there is good reason why you should avoid acting impulsively and instead remain patient to stop yourself...
George Wong
George Wong
Kauri Asset Management
Meet The Investor

Meet the investors: 8 more readers' lessons, and all their top 5 holdings

In April 2021, a reader, Andrew, suggested we go directly to the Livewire audience and ask them about investing. Soon after, "Meet the Investor" was born. Here, you'll...
+26
Matt Buchanan
Matt Buchanan
Education

4 key tips for keeping a cool head in a crisis

The upsetting scenes in Ukraine have sent shockwaves through us all as individuals and through global stock markets. In fact, escalating tensions between Russia and...
Duncan Lamont
Schroders
Education

Media Worth Consuming – February 2022

Top 5 ArticlesWhilst American politicians love to talk about bringing drug prices down, Mark Cuban is starting a business that will actually deliver it.Seven weeks ago...
Jonathan Rochford
Narrow Road Capital
Meet The Investor

Meet Eddie: He's humble and generous with a streak of courage

Eddie started investing to provide financial security for his family but has gone on to share his wealth through church and charities.
+3
Glenn Freeman
Livewire Markets
1051-1075 of 1937