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Professional investors distill techniques to improve and simplify investing.

Education

Buying in an information vacuum

A few weeks ago the International Fund invested in a company that couldn’t even publish its accounts on time. The reason? Management couldn’t finalise its sales...
Alvise Peggion
Alvise Peggion
Forager Funds
Rapid Fire

The timeless tools of investing

The allure of fast money and the ‘fear of missing out’ toy with investors on a daily basis. Right now valuations of companies exposed to themes like electric vehicles,...
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Expert Insights

Our biggest lesson from the GFC

No one wants to catch a falling knife, but once it jabs the floor there’s money to be made. For an early heads-up on when to strike, one way is to track the rate of...
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Livewire Markets
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Charlie Aitken: Setting the trap

One change in the investment landscape is that markets now only price in the present and there’s no great institutional advantage in access to information. That’s the...
CYB
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Education

The BIS says we’ll soon have to pay for our private debt binge

There’s no question Australia’s economy has enjoyed a stellar run. The trouble is, it’s largely been a consumer-based, credit-fuelled growth story. And the Bank of...
Andrew Macken
Montaka Global Investments
Education

Avoid these 11 habits for better performance

For decades, the prevailing view of financial markets was one of rational actors creating efficient prices. In recent years, particularly in the wake of the GFC,...
EML
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Education

If it feels good, it probably isn’t

The concept of ‘herding’ is a powerful lesson that investors should not ignore. Herding is the bias that can lead investors to follow the crowd, whether they genuinely...
Nick Kirrage
Schroders
Education

Behavioural economics in theory and practice

In my 30 years as an analyst and fund manager, I have seen recurring business situations and patterns of behaviour that often lead to mispricing by the market. This...
Simon Shields
Monash Investors
Expert Insights

The importance of being first

When assessing a new investment, market position is critical to investment success, explains Nick Dignam from BlueSky Private Equity. Often this means looking past the...
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Education

The value of simplicity

Analysing value stocks requires a deep understanding of the underlying assets. In their responses, Nathan Bell from Peters MacGregor, Alex Shevelev from Forager Funds,...
PRT
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Education

A beginner’s guide to writing covered calls

The market is range-bound, and many shares just don't seem to be going anywhere. One strategy that we are now getting many questions on is that of covered call...
Michael Gable
Michael Gable
Fairmont Equities
Expert Insights

Don’t get bluffed by the market

The allure of potential ‘multi-baggers’ can be irresistible, but only focussing on the potential upside is ignoring Warren Buffett’s number one rule, ‘don’t lose...
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Livewire Markets
Expert Insights

It’s time to look at value differently

It’s a well-established fact that over the very long-term, ‘value’ portfolios, as measured by price-to-book, price-to-earnings, and dividend yield, tend to outperform...
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The recipe for long-term outperformance

If you want to outperform over the long-term, buying great businesses isn’t enough. Clay Smolinski, Portfolio Manager at Platinum Asset Management, says you need to...
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Education

Avoiding the losers from self-driving cars

At their recent adviser briefing, Magellan CEO, Hamish Douglass, had cars on his mind. Specifically, driverless cars, and what they mean for investors. While many...
Patrick Poke
A Rich Life
Rapid Fire

Try, fail, learn - repeat!

Steve Johnson does things differently. He views himself as an outsider in the investment community and, for most the most part, his small operation has flown under the...
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Livewire Markets
Education

Five Ways to Avoid the ‘Value Trap’

Investors with a predisposition to high conviction value investing often need value to be combined with an element of growth. Let’s call it ‘growth-value’. Our...
Robert Miller
NAOS
Expert Insights

Time to think differently

Experiences that have been enjoyable in the past are always sought after into the future. This behaviour is often referred to as 'anchoring'. Andrew Fleming, Deputy...
BHP
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Enhance your return, not your risk

There are numerous ways to quantify financial risk, including variance, Beta, and Value at Risk. However, Martin Conlon, Head of Australian Equities at Schroders...
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Livewire Markets
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How the demise of Kodak shaped the way this fundie invests

Through the 80’s Kodak was the second most valuable brand in the world. In 1986 Wayne Peters, aged 26, launched a network of Kodak Express stores on the East Coast. In...
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Expert Insights

Ben Griffiths: Learn to be a slow buyer and a fast seller - Livewire Live 2017

Reporting season has already claimed some scalps, and will see the knife taken to more stocks before it's done. Ben Griffiths highlighted the need to be decisive when...
SGH
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Livewire Markets
Education

The biggest biases for investors to overcome

Irrational decisions, going all-in or all-out, a home country bias… There comes a time when too much information is a bad thing, especially when it influences the way...
David Sokulsky
David Sokulsky
Crestone Wealth Management
Expert Insights

Look 'through the windscreen' for a better portfolio

In his most recent memo, Howard Marks took aim at passive investing, questioning a process that ignores both asset allocation and stock selection. In this short video,...
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Buy Hold Sell

What to do if your holding gets crushed this reporting season?

The first week of reporting season has already thrown up a few grenades with Isentia and Navitas both missing expectations. In this short video the panel discuss...
ABC
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Capitalising on a mispriced market

With reporting season in full swing, we took some time out to catch up with Lennox Capital Partner’s James Dougherty and Liam Donohue to get their views on navigating...
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