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Professional investors distill techniques to improve and simplify investing.

Education

Hamish Douglass live as the 2020 US election unfolds

Livewire is delighted to be hosting a live and interactive webinar with Hamish Douglass, Chairman and CIO of Magellan Asset Management, as results of the 2020 US...
James Marlay
Livewire Markets
Education

The rate that starts a nation

In case you missed it, there was another event on yesterday - one that featured bonds and bankers rather than whips and jockeys. The RBA had their November meeting...
Dan Miles
Dan Miles
Innova Asset Management
Education

Investing lessons from Benjamin Graham

Benjamin Grossbaum entered this life in 1894 as a Briton; Benjamin Graham left it in 1977 as an American. He inherited Judaism but chose Stoicism. In his autobiography...
Chris Leithner
Leithner & Company Ltd
Education

Media Worth Consuming – October 2020

A monthly wrap-up of interesting and informative media on finance, economics, politics and society that you might have missed. Finance Small fund managers are...
Jonathan Rochford
Narrow Road Capital
Expert Insights

Why investors need to recalibrate their thinking

Robert Luciano of VGI Partners spotted the enormous growth potential of Amazon back in 2013 when it was trading at ~US$250. At the time, there were two trains of...
Livewire Exclusive
Livewire Markets
Education

How to assess the value of stocks with extreme PE multiples

You’ve probably heard bullish commentators argue that declining interest rates explain, and justify, the extraordinary price to earnings (PE) multiples being paid for...
Roger Montgomery
Montgomery Investment Management
Education

7 golden rules of investing in infrastructure

Ageing roads, outdated railways and undersized airports: the already massive infrastructure challenge facing countries of the world is now gargantuan – a US$5.5...
Glenn Freeman
Livewire Markets
Education

Why has value investing been underperforming and how should it work

Value investing is one of the oldest and most intuitive styles of equity investing. Often more formally defined as an investment strategy of aiming to pick stocks that...
Adrian Warner
Adrian Warner
Avenir Capital
Education

Successful investors are stoics – Part 1

What mindset underlies successful investment? How does an investor worthy of the name cope emotionally with sudden and sharp falls, as well as extended contractions,...
Chris Leithner
Leithner & Company Ltd
Education

Expect slower medium-term returns

Despite a 35% or so plunge in share markets earlier this year; on the back of the pandemic and rough patches in 2018, 2015 and 2011, well diversified Australian...
Shane Oliver
AMP
Education

Aussie pharma stocks running long race to a COVID cure

Picture 8,000 Boeing 747s crammed with glass vials and syringes – no, it isn’t a novel solution to airlines’ COVID woes, but a stark illustration of the logistical...
CSL
+3
Glenn Freeman
Livewire Markets
Education

Special Event with Australia's Tech Leaders

While it’s already had a significant impact, the Australian technology story is only just beginning, and many innovative businesses are poised to take on the world....
APT
Betashares .
Betashares
Education

Two key amendments to Shane Oliver’s “9 keys to successful investing”

Shane Oliver’s recent article (9 keys to successful investing - and why they are more important than ever amid COVID, 15 October) summarises “nine key things for...
Chris Leithner
Leithner & Company Ltd
Education

The evolution of value investing: thinking deeply

The death of value investing has been greatly exaggerated. For the last few years commentators and talking heads have been wondering if the recent weak results...
Michael Goldberg
Collins St Value Fund
Education

This contrarian signal is flashing bright red

Options markets are exhibiting two unusual dynamics at the moment that can provide some insight on investor positioning and sentiment. For contrarians, the signals...
Alastair MacLeod
Elston Asset Management
Education

The pandemic of negative interest rates

The idea of giving someone money and paying them for the privilege of holding it probably strikes most people as odd. However, with several central banks already...
Chamath De Silva
Chamath De Silva
BetaShares
Education

Nicholas Moore: Leadership, investing and philanthropy

Nicholas Moore had a distinguished 33-year career at Macquarie Group, culminating in his decade long tenure as Chief Executive Officer from 2008 – 2018. It is worth...
Future Generation
Future Generation
Education

9 keys to successful investing - and why they are more important than ever amid COVID

As an investor it’s very easy to get thrown off by the ever-present worry list surrounding investment markets that relates to economic activity, profits, interest...
Shane Oliver
AMP
Education

Too big to perform? The importance of limiting capacity

“Anyone who says that size does not hurt investment performance is selling. It’s a huge structural advantage not to have a lot of money.” That quote is from legendary...
Andrew Mitchell
Ophir Asset Management
Education

The pioneering investor you've never heard of

Henrietta Howland (“Hetty”) Green (1834-1916) exemplifies the practice of investment that Benjamin Graham pioneered in the 1930s, Warren Buffett has advocated since...
Chris Leithner
Leithner & Company Ltd
Buy Hold Sell

4 beaten down sectors (and if now's the time to buy)

The ramifications of Covid-19 have been felt across economies around the globe, however, it has become evident that not all sectors have been treated equally. With...
BPT
+13
Buy Hold Sell
Livewire Markets
Education

The end finally appears near for NABHA holders

After 21 years, long suffering NABHA holders can finally see the end of their bumpy journey. Whilst NABHA holders have received what was required from their...
Jonathan Rochford
Narrow Road Capital
Education

The case for Prudential Financial

After some good feedback on recent insights into our stock selection process, I thought I’d share our thinking about another one - Prudential Financial (NYS:PRU). A...
Chad Padowitz
Talaria Asset Management
Education

Growth vs value in uncertain times

In uncertain times, investors often question the best approach for their portfolio. The debate between investing in growth or value often comes up during uncertainty,...
kanish chugh
kanish chugh
Global X ETFs
Education

Why we need a “good” depression

Have you ever heard of the Depression of 1920-1921? In the U.S., where historical data are extensive, reliable and widely available, it was painfully sharp but...
Chris Leithner
Leithner & Company Ltd
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