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Education

Professional investors distill techniques to improve and simplify investing.

Rapid Fire

Ben Griffiths: High conviction small cap investing

In March 2017 Ben Griffiths found himself in a deeply uncomfortable position. For the first time since inception 15 years ago his small cap portfolio was badly lagging...
APT
REH
Livewire Exclusive
Livewire Markets
Education

Two standout presentations from Livewire Live

This year’s Livewire Live wrapped up last night, and as with the previous three events, there were some amazing insights and lessons for all investors, regardless of...
EGG
SCG
Patrick Poke
Patrick Poke
Livewire Markets
Rapid Fire

The Rules of Investing: Is value dead?

When Warren Buffett first started buying businesses with ‘moats’ in the 80s, such as Coca Cola, his disciples thought he was crazy. More than 30 years later, buying...
Livewire Exclusive
Livewire Markets
Education

Italian borsa back on the radar

Over the past two months Italian politics showed once more it can have more twists and turns than the mountains of the Giro. First, elections in March proved...
Alvise Peggion
Alvise Peggion
Forager Funds
Education

Investing in the right place at the right time

The following is an extract from a note that was recently sent to investors in the Montaka Global Fund. There is a famous quote attributed to Ray Kroc, the founder of...
Andrew Macken
Montaka Global Investments
Rapid Fire

The Rules of Investing: Geoff Wilson and his love affair with LICs

New LIC floats have become a regular feature on the ASX over the last few years, but it's not always been that way. Wilson Asset Management listed its first LIC in...
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Livewire Exclusive
Livewire Markets
Education

Fresh ideas from three market masters

In this video from the Future Generation Forum, Geoff Wilson AO from Wilson Asset Management, David Paradice from Paradice Investment Management, and Graham Hay from...
AMP
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Livewire Exclusive
Livewire Markets
Education

Gain today, pain tomorrow?

The best run businesses think long term. While it’s easy for management to roll out a few platitudes each quarter, talk is talk. The acid test is whether management...
Gareth Brown
Forager
Education

Meeting The Berkshire Hathaway CEOs

During our recent trip to Omaha, we met with three Berkshire CEOs and a Berkshire board member. These meetings provided great insight into how Berkshire Hathaway has...
Robert Miller
NAOS
Expert Insights

Making sense of a high PE

Software companies often attract a very high valuation, at least at face value. Drilling down deeper into the economics of these business reveals the real value of...
Livewire Exclusive
Livewire Markets
Rapid Fire

The Rules of Investing: Low-risk, high-return investing

Higher returns require higher risk and volatility… Or at least, that’s what finance theory would tell us. Is it possible to ‘have your cake and eat it too’? Burns,...
Livewire Exclusive
Livewire Markets
Expert Insights

The key to being a successful investor

There’s never a dull moment as an emerging markets investor, says Rohit Chopra, Portfolio Manager at the Lazard Asset Management Emerging Markets Equity Fund. Being...
Livewire Exclusive
Livewire Markets
Education

The 5 key themes from Omaha

NAOS Asset Management attended the 2018 Berkshire Hathaway Annual Shareholders Meeting on Saturday, May 5 in Omaha, Nebraska. During the 6 hour meeting, Warren Buffett...
NAOS Asset Management
NAOS Asset Management
NAOS
Education

Berkshire AGM: Key quotes and take-aways

Berkshire Hathaway held its AGM in Omaha, Nebraska in the early hours of Sunday morning local time. The annual ‘Woodstock for capitalists’ continues to draw huge...
Patrick Poke
Patrick Poke
Livewire Markets
Expert Insights

Separating the signal from the noise

Investing can seem easy when markets are cruising along benignly, but when volatility picks up, it’s critical to have conviction in your holdings. Access the video...
Livewire Exclusive
Livewire Markets
Education

Sign of the Times – What Do Argentina and Tesla Have in Common?

The mispricing of risk in the pursuit of yield is often a classic early warning sign of late-cycle investor complacency during periods of abundant liquidity and...
NXT
PPC
Stewart Harris
Yarra Capital Management
Rapid Fire

The Rules of Investing: Rick Rule’s secrets of success

This week’s guest on the podcast is Rick Rule, President and CEO of natural resources specialists, Sprott US Holdings. According to Mining Journal, Rick is one of the...
DEG
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Livewire Exclusive
Livewire Markets
Rapid Fire

The Rules of Investing: The Age of Longevity

This week we have our first overseas guest on The Rules of Investing, Jim Mellon. Jim is a billionaire investor, speaker, and co-author of 'Juvenescence: Investing in...
Livewire Exclusive
Livewire Markets
Education

How to destroy a competitive moat

Too many companies are milking, not nurturing, their competitive advantage. That might help this year’s profits, but the long term impact can be damaging. “Well, the...
Steve Johnson
Forager
Rapid Fire

The Rules of Investing: Peter Cooper’s next big idea

This week’s guest on the podcast is Peter Cooper, founder and Chief Investment Officer of Cooper Investors, one of Australia’s leading boutique investment firms. His...
COH
CSL
CYB
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Livewire Exclusive
Livewire Markets
Education

What does a pair of jeans and the US Post Office have in common?

Little on the face of it, but from an investment perspective quite a lot. They are both second-order beneficiaries of someone else’s investment boom. The jeans...
Tom Stevenson
Fidelity International
Rapid Fire

The Rules of Investing: Investing in a world of rising rates

Most investors and economists accept that interest rates around the world have bottomed and are heading up. This matters not just for macro-traders, but will affect...
Livewire Exclusive
Livewire Markets
Expert Insights

How to survive and prosper in bumpy markets

Three of Australia’s leading fund managers explain how they are approaching investing at this late stage of the cycle. Our panellists discuss whether we’re already in...
Livewire Exclusive
Livewire Markets
Rapid Fire

The Rules of Investing: The Dividend Dilemma

Bill Shorten caused quite a stir last week as Labor proposed a policy of removing the cash refunds for franking credits that some investors currently receive. While...
Livewire Exclusive
Livewire Markets
Education

Selling in a bull market

In the midst of a bull market, there’s no shortage of commentators, brokers, and friends with the latest tip on what to buy. However, nobody ever says much about...
FMG
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Livewire Exclusive
Livewire Markets
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