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Professional investors distill techniques to improve and simplify investing.

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 Asset Management
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
+3
Livewire Exclusive
Livewire Markets
Expert Insights

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...
Livewire Exclusive
Livewire Markets
Rapid Fire

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...
Livewire Exclusive
Livewire Markets
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
Livewire Exclusive
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,...
Livewire Exclusive
Livewire Markets
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
+4
Livewire Exclusive
Livewire Markets
Rapid Fire

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...
Livewire Exclusive
Livewire Markets
Rapid Fire

What I've learnt from 30 years of investing

Martin Conlon is Head of Australian Equities at Schroders Australia and oversees the investment of over $10billion in assets. Conlon’s formative years were during the...
Livewire Exclusive
Livewire Markets
Collections

How to avoid becoming a market casualty

We asked a panel of portfolio managers how they are thinking about investing in today's richly valued market. Specifically: what attributes they are seeking, and how...
Livewire Exclusive
Livewire Markets
Rapid Fire

Finding quality, value and growth with Chris Prunty

Disciplined, focused and humble are three words that spring to mind when describing smallcap specialist Chris Prunty. He’s unlikely to tell you about the cricketing...
Livewire Exclusive
Livewire Markets
Rapid Fire

How to find the next digital winners

Livewire recently interviewed Nick Griffin, Chief Investment Officer of Munro Partners, to ask him the criteria he uses to identify great growth companies, what the...
CAR
+2
Livewire Exclusive
Livewire Markets
Expert Insights

7 things we’ve learned from Hamish Douglass

Hamish Douglass, the CIO of Magellan Asset Management Limited will be contributing his ideas to the upcoming Livewire Live event on 26 July at the ASX. In his keynote...
Livewire Exclusive
Livewire Markets
Expert Insights

Making money from thinking differently

As Peter Drucker, once said: “If you want something new, you have to stop doing something old.” Likewise, approaching the market with a fresh perspective can reveal...
DVN
+1
Livewire Exclusive
Livewire Markets
Education

What we learned from our trip to Omaha

Christ Titley at Morgans recently hosted us on his podcast on the subject of our recent trip to the Berkshire Hathaway annual shareholders meeting. Below are the key...
CCL
Ben McGarry
Totus Capital
Expert Insights

Cuffe’s checklist for picking great fundies

Livewire recently caught up with industry veteran Chris Cuffe to get his candid views on the attributes he values most when selecting fund managers. This article...
Livewire Exclusive
Livewire Markets
Education

Seth Klarman’s Six warnings

The iconic value investor, and CEO of $27 billion hedge fund Baupost, Seth Klarman, has lived and breathed markets for 35 years. Today he’s nervous. Here are 6...
Livewire Exclusive
Livewire Markets
Education

6 pieces of advice rarely given to private investors and SMSFs

Managing your own capital on a full-time basis is a constant process of learning and self-improvement that requires conviction in your views and the ability to shut...
Harley Grosser
HD Capital Partners
Rapid Fire

Jack Lowenstein’s 5 rules of investing

Jack Lowenstein, co Chief Investment Officer at Morphic Asset Management has not taken the conventional path into professional investing. Having started his career as...
Livewire Exclusive
Livewire Markets
Expert Insights

Hofflin: One key lesson learned from markets

In this Livewire exclusive, Dr Philipp Hofflin, Portfolio Manager at Lazard Asset Management’s Australian Equity team, shares one of the key lessons he has learned...
Livewire Exclusive
Livewire Markets
Buy Hold Sell

What would a housing crash do to stocks?

The local property market has become Australia's favourite topic of debate. It seems everyone has a view and just last week UBS released a research note calling the...
JBH
+2
Buy Hold Sell
Livewire Markets
Education

5 top wires in April

April saw our first ever Buy Hold Sell Live event, where we hosted a top-flight panel in front of an intimate audience. The wires from the event were very popular this...
BAP
+7
Alex Cowie
Alex Cowie
Collections

The attributes of a global leader

New global leaders don’t come up very often, so identifying them relatively early can have a huge effect on a portfolio. The iPhone came out ten years ago, and...
IRE
SEK
Livewire Exclusive
Livewire Markets
Rapid Fire

Ben Rundle's 8 rules of investing

Livewire reached out Ben Rundle from NAOS Asset Management to ask him about how he got started in investing. We asked Ben about his best and worst investments, recent...
ELD
Livewire Exclusive
Livewire Markets
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