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

Investment Theme

Founder Interview: How Barry beat the banks at their own game (Part 1)

Barry Lambert founded Count Financial in 1980, bootstrapping the business and running it whilst still juggling a full-time job at CBA. The business that started out as...
Lawrence Lam
Lumenary Investment Management
Investment Theme

CEO Insights - ASX reporting season special

As part of the NAOS investment process, we pay particular attention to the comments made by company CEOs and business leaders in order to gain a greater understanding...
Robert Miller
NAOS
Investment Theme

Investing in global carbon markets

In this third and final instalment of Tribeca’s carbon credit video series, I outline the mechanics of voluntary carbon credits - particularly certified nature-based...
Todd Warren
Tribeca Investment Partners
Investment Theme

The $369 billion opportunity you need to know about

The passage of the Inflation Reduction Act in the United States will inject US$369 billion into the US clean energy economy, boosting investment in a range of...
Alice Shen
VanEck
Investment Theme

Why Oaktree's Howard Marks is buying SPACs

For the last in our 13F series this week, I thought we'd go big and bold. And nothing says big and bold like a professional investor who bought not one but 90 new...
+3
Hans Lee
Livewire Markets
Investment Theme

Michael Burry's big bet is no big short

There is no reason to doubt the old investing adage - never put all your eggs in one basket. Even Cathie Wood, who was featured in yesterday's 13F series...
Hans Lee
Livewire Markets
Investment Theme

The cost of war

Russia invaded Ukraine on 24 February 2022, no doubt expecting a quick and easy triumph in achieving its territorial ambitions. Consistent with the old proverb...
Sarah Shaw
4D Infrastructure
Investment Theme

The new stocks Cathie Wood is backing - that are not Tesla

If they had a Family Feud question about Cathie Wood, chances are the top answer would read "Tesla". There's a good reason for that. Wood has been bullish on Tesla...
+2
Hans Lee
Livewire Markets
Investment Theme

Why Carl Icahn's newest investment is already turning heads

Carl Icahn is one of Wall Street's great power players. He's famous for his "corporate raider" approach - only taking stakes in companies that he believes he can...
+3
Hans Lee
Livewire Markets
Investment Theme

Warren Buffett doubles down on his big money energy bet

One of the best things about working at Livewire is the chance to revisit ideas, themes, and stories that have captured our readers' imaginations. A few months ago,...
+5
Hans Lee
Livewire Markets
Investment Theme

What are the best strategies for a high inflation environment?

I read an article recently, in which a journalist was reporting on a piece of simple financial advice from American billionaire Mark Cuban. When asked what one should...
John Morgan
CTE Investments
Investment Theme

Game on: Why esports and gaming can take it to the next level

The multi-billion-dollar esports and gaming sector is among the fastest-growing industries in the world. Recent forecasts by data firm Newzoo predict there will be...
Alice Shen
VanEck
Investment Theme

“Unbelievable moats” in reasonably priced US tech, says Bob Desmond

You could be forgiven for thinking technology stocks are in a death spiral. While researching this topic, my Google searches were almost always accompanied by terms...
CSL
+3
Glenn Freeman
Livewire Markets
Investment Theme

This is one of the cheapest energy sources in the world (and it's about to get bigger)

Fukushima, on the northeast of Japan’s largest island, is vulnerable to earthquakes and tsunamis. From 1971, the area hosted the Daiichi nuclear plant that was built...
Michael Collins
Michael Collins
Magellan
Investment Theme

Podcast: interest rates, inflation and infrastructure

Last week I spoke with Bennelong Funds Management's Jodie Saw about the impact changing interest rates and inflation can have on infrastructure; and the...
Sarah Shaw
4D Infrastructure
Expert Insights

Are we at the turning point for emerging market equities?

"Don't Fight The Fed(eral Reserve)" is a time-tested adage in financial markets. The short explanation is that investors should make decisions in concert with the...
Hans Lee
Livewire Markets
Investment Theme

Could the US Supreme Court's decision against the EPA derail decarbonisation efforts?

On 30 June 2022, the Supreme Court of the United States (SCOTUS) ruled in favour of West Virginia and a group of other states in their lawsuit against the...
Sarah Shaw
4D Infrastructure
Investment Theme

The results checklist and what will be catching our eye this reporting season

The last twelve months can best be described as a game of two halves. The first half saw decent mid-single digit returns across equity markets, but the story...
Jared Tilley
NAOS Asset Management
Investment Theme

Your collateral is my yacht

The wash up of the recently collapsed crypto lenders is only just beginning. What has been revealed already in bankruptcy proceedings is outrageous, if not that...
Daniel Pickering
ListedReserve
Investment Theme

Podcast: The opportunity in emerging markets

A few weeks ago, I sat down with Jonas Daly, Bennelong Fund Management's Head of Distribution, to discuss investing in emerging markets, the importance of alignment...
Glen Finegan
Skerryvore
Investment Theme

China v US: Where should you put your money?

It is, without question, the geopolitical quandary of our time. The US has led the global hegemony for more than two centuries. However, China's economy has grown at...
+1
Hans Lee
Livewire Markets
Investment Theme

Why the FANGs are primed to win the metaverse

The metaverse has become one of the hottest investment topics. Yet the theme has left many investors bemused. Some wonder what it is. While others wonder where the...
+3
kanish chugh
kanish chugh
Global X ETFs
Investment Theme

Investing in the EV revolution

The transportation sector accounts for approximately 16% of all global emissions, of which road transport is responsible for about three quarters(1). It’s clear that...
Tim Gerrard
Tim Gerrard
Janus Henderson
Rapid Fire

Inside the minds of Australia’s corporate leaders: 300 meetings and 2 five-year ASX stocks

If you’re looking for investment ideas – and that’s why you’re reading this, after all – getting inside the heads of Australia’s corporate leaders is a huge advantage....
CSL
MQG
Glenn Freeman
Livewire Markets
Investment Theme

The sectors (and a stock) that passed Perpetual’s quality filter

Perpetual’s Vince Pezzullo sincerely hopes financial markets aren't heading for a repeat of the 1970s - or the 1990s - as he explained in the latest episode of...
STO
Glenn Freeman
Livewire Markets
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