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Professional investors distill techniques to improve and simplify investing.

Education

Investing in companies with a competitive edge. Part 3: The Threat of Substitutes

The threat of substitutes, or substitution risk, is when a customer either does something themselves, goes with a used rather than a new version of a product, or uses...
Tim Richardson
Tim Richardson
Pengana Capital Group.
Education

The Bitcoin Halving – what does it mean for you?

The Bitcoin Halving, occurring approximately every four years, reduces miners' rewards and limits the issuance of new Bitcoins, affecting its supply dynamics. This...
Caroline Bowler
BTC Markets
Education

Investing in companies with a competitive edge. Part 2: The bargaining power of suppliers

In the next installment of the Porters Five Forces series, Tim Kubarich, the co-deputy director of research at Harding Loevner, covers the Bargaining Power of...
Tim Richardson
Tim Richardson
Pengana Capital Group.
Education

A golden opportunity to invest in gold

We have a high conviction view on gold and precious metals - a space where we see a compelling investment asymmetry to capitalise on.
+1
Michael Goldberg
Collins St Value Fund
Education

The “iPhone moment” for obesity treatment

In early March, Novo Nordisk held its Capital Markets Day which we attended virtually. Quite unusually, the day kicked off with the CEO interviewing a former obesity...
Ted Franks
Pengana Capital Group
Education

The 3 biggest challenges facing retirees (and how to manage them)

It's not all sunshine and relaxation in retirement. Here are three investment challenges and how you can build your portfolio to beat them.
Sara Allen
Livewire Markets
Education

Investing in companies with a competitive edge. Part 1: The bargaining power of buyers

When buyers hold more concentration, they have the upper hand in negotiating prices and quality. This is particularly relevant in pharmaceuticals, where the US faces...
Tim Richardson
Tim Richardson
Pengana Capital Group.
Education

“Net zero” isn’t a Megatrend: It’s a Mega-trap

The “transition to net zero” isn’t happening and “green energy” has long generated red ink. When will the herd finally acknowledge reality?
Chris Leithner
Leithner & Company Ltd
Meet The Investor

Meet Russ (and his 9 lessons for building wealth)

Russ is learning to find his financial feet again and is finding the joy in investing.
+7
Ally Selby
Livewire Markets
Education

From trees to treasure: the green gold behind your coffee cup

The latest Firetrail Equity Edge Podcast has just landed.
Catie Ryan
Firetrail Investments
Education

Embracing Private Credit: What investors need to know

As the Australian private credit market continues to develop, it presents a compelling opportunity for a broad variety of investors.
Anna Kirkby
Fidante
Education

Media worth consuming – March 2024

Interesting and under the radar media on finance, economics, politics and society
Jonathan Rochford
Narrow Road Capital
Education

The RBA Board needs renewal and greater independence

The removal of the government's override powers, along with greater economic and financial markets expertise, are badly needed
Jonathan Rochford
Narrow Road Capital
Education

Facts and fiction about gold

Gold confuses many because its main driver is not geopolitical risk, a big CPI print or downbeat investor sentiment
DEG
+2
Rudi Filapek-Vandyck
FNArena
Education

8 key areas where AI is likely to affect the way we invest

The advent of Artificial Intelligence (AI) is affecting ever-expanding fields of human activity. And the way we invest is no exception. It’s never been more timely for...
Dr David Walsh
RQI Investors
Listed Series

How few ETFs do you need to build the perfect portfolio?

Do we really need more ETFs, stocks and other investments to generate attractive returns? Or could you do the same with one or two?
+4
Ally Selby
Livewire Markets
Buy Hold Sell

10 adviser-approved ETFs for 2024

Adam Dawes from Shaw and Partners and Andrew Wielandt from DP Advisory share their top ETFs for growth, income, and value.
+8
Buy Hold Sell
Livewire Markets
Education

This ASX small cap has built the 5th most used social networking app in the US

The latest Firetrail Equity Edge Podcast has just landed.
360
Catie Ryan
Firetrail Investments
Education

Why beta matters to your returns

When you invest, you should begin with beta. Think of it as the foundation to your investment outcomes.
Arian Neiron
VanEck
Listed Series

A glimpse into the future: ETFs in Australia and what it means for you

A look at more mature ETF markets provides an insight into the innovation investors can expect in Australia.
Vishal Teckchandani
Livewire Markets
Listed Series

Why ETF watchlists can help you become a better investor

ETFs have proven to be great additions for any portfolio. But they're also great for watchlists. Here's why.
29M
+33
Kerry Sun
Livewire Markets
Listed Series

How you can stay ahead of the explosive growth in ETFs

Livewire is excited to be launching our Listed Series for 2024 in partnership with ASX.
James Marlay
Livewire Markets
Listed Series

The A to Z of ASX ETFs

If you’re new to investing or even if you’ve been investing for a while but haven’t yet explored the world of ETFs, this article is for you!
+44
Carl Capolingua
Livewire Markets
Education

When Adam Smith met Warren Buffett

History rhymes because human nature never changes. It's a fact worth remembering in today's stretched markets
CAR
Greg Canavan
Fat Tail Investment Research
Education

Want better returns with less risk? Overcoming these 10 biases could be key

To be a successful investor over the long term, we believe it is critical to understand, and hopefully overcome, common human cognitive or psychological biases that...
Magellan Financial Group
Magellan
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