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Investment Theme

Discover investing themes that create deep, long-term investing opportunities.

Investment Theme

A tale of two fast-food stocks: Collins Foods versus Domino’s Pizza

Analysts at UBS and Citi say the companies displayed some remarkable contrasts in FY2023
CTT
Glenn Freeman
Livewire Markets
Income Series

Income is cool again, and there is a sweet spot developing

Greg Canavan from Fat Tail Investment Research shares a different take on the income question, via a contrarian and value-oriented lens.
+1
Greg Canavan
Fat Tail Investment Research
Investment Theme

Health of the bitcoin market – 3 charts that matter

Bitcoin has been the best performing asset class in 2023, but what about longer term? These charts are indicators of the state of bitcoin.
Justin Arzadon
Betashares
Investment Theme

Mega cap tech is topping out and AI is a bubble (but this metal is primed to launch)

The market is in for a rude awakening, according to Global asset manager Crescat Capital.
+1
David Thornton
Livewire Markets
Investment Theme

ASX property stocks – Broker views and a fundie's perspective, six months on

Recent ratings of the sector's top five stocks and the biggest fears – and opportunities – according to Resolution Capital's Andrew Parsons
DXS
GMG
MGR
+3
Glenn Freeman
Livewire Markets
Investment Theme

Four key questions for ARB and its US expansion

Everything is bigger in the US, but for a market darling like ARB Corporation (ASX: ARB), just how big is the opportunity?
Jared Tilley
NAOS Asset Management
Investment Theme

The hazards of groupthink in rare earths policy-making

We investigate the US critical minerals supply emergency, identified by President Donald J. Trump in his Executive Order (EO) on 30-Sep-20.
Kingsley Jones
Jevons Global
Investment Theme

What’s Not Priced In: ASX Correction, Market Liquidity, Rate Cycle Lessons

With the Aussie market correcting, are investors twigging on to the lagging impact of rising rates?
Greg Canavan
Fat Tail Investment Research
Investment Theme

"Too important to ignore:" The overlooked investments you should have on your radar

Why I believe emerging markets are too important to ignore and my view on the best way to gain exposure.
Sarah Shaw
4D Infrastructure
Investment Theme

How to play in the healthcare space

We think the current environment bodes well for healthcare which is considered a defensive sector, possessing characteristics that tend to outperform during economic...
CSL
Russel Chesler
VanEck
Income Series

Survey results: Investors are hoarding cash and expecting more income

The Income Series survey data is in and it makes for interesting reading...
Chris Conway
Livewire Markets
Investment Theme

Rio Tinto’s near billion-dollar spend on this sector

Despite recent concerns, the Aussie market reached a two-month high, presenting potential for growth.
RIO
Callum Newman
Fat Tail Investment Research
Investment Theme

How would Benjamin Graham invest internationally?

Arian Neiron
VanEck
Investment Theme

Move over God-Like AI, here comes Larry!

Why buy a legacy database firm with a septuagenarian CTO prone to Oracular visions? To make money of course. This is the Larry Ellison show!
+6
Kingsley Jones
Jevons Global
Expert Insights

How to invest where consumer demand is set to explode

Emerging markets offer huge growth potential, but how do you invest for the exposure while managing the key risks?
Sara Allen
Livewire Markets
Income Series

What investors need to know about income investing and tax

Being mindful of tax implications can make a difference to the way you set up your income portfolio. WILSONS' Paul Aliprandi explains how.
Sara Allen
Livewire Markets
Investment Theme

Key takeaways from RI Australia 2023

Join a special 2-part interview with Simon O'Connor, CEO of Responsible Investment Association Australasia (RIAA) as we take an exclusive look at the recent RI...
Fidante .
Fidante
Income Series

Income is back! And so is Livewire’s Income Series

Livewire's Income Series returns for 2023 and it's a new era for income. We'd love to hear your views on investing for income today.
Sara Allen
Livewire Markets
Investment Theme

Why stocks in this sector are near an inflection point

Are we seeing a turning point for consumer discretionary stocks? Here's what several brokers and two fundies think.
ADH
+14
Glenn Freeman
Livewire Markets
Expert Insights

Why the time is now for investing in this theme and three stocks to get on board

The energy crisis was a catalyst in many ways for energy investing so what do investors need to keep in mind?
Sara Allen
Livewire Markets
Investment Theme

Electric vehicles: Part of the biggest investment theme of a generation

This reprisal of a widely read article from 18 months ago kicks off a three-part series on this game-changing investment theme.
AKE
IGO
+2
Glenn Freeman
Livewire Markets
Investment Theme

Put your money where Berkshire Hathaway has more than US$100 bn

In the current macroeconomic environment, identifying an investment with consistent returns can be difficult to pinpoint. Markets remain volatile, with the recent...
Arian Neiron
VanEck
Investment Theme

Berkshire Hathaway 2023 AGM – 5 Key Takeaways

This year's Berkshire Hathaway AGM reinforced the investing principles that we follow at NAOS. Here are our 5 takeaways from the event.
Nelson de Mestre
NAOS Asset Management
Investment Theme

What We Can Learn About AI from Jack Dorsey

Block CEO Jack Dorsey backs open-source AI, emphasizes Block's data advantage, and advises against AI hype at JP Morgan Tech Conference.
SQ2
Alexander Clunies-Ross
Swell Asset Management
Investment Theme

Why the recent US turmoil is a storm in a bean (counter's) cup

Analysis of the recent US bank turmoil indicates the issue is contained to smaller banks, which comprise less than 3% of the system.
Steven Glass
Pella Funds Management
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