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Investment Theme

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

Investment Theme

The Inspirational Story of SMI

I recently wrote about Bailador portfolio company Rezdy, and how the business started as an idea Simon Lenoir had while working in a dive shop in New Caledonia. The...
David Kirk
David Kirk
Bailador Technology Investments
Investment Theme

Why we sometimes like the worst performing funds

If I told you that your best chance of finding an investment fund that is going to outperform in the future would be to screen for the worst performing funds in the...
Daryl Wilson
Affluence Funds Management
Expert Insights

Why we don't own retail

Retail has seen more tech casualties than most sectors, however some investors are now seeing value emerging in ‘oversold’ names. However, Eileen Riley, Co-Portfolio...
Livewire Exclusive
Livewire Markets
Investment Theme

Budget 2019: 100 billion dollars on infrastructure

The Federal Budget announced an eye catching national $100 billion infrastructure investment program over the next 10 years. All infrastructure spending is good...
4D Infrastructure
4D Infrastructure
A Bennelong boutique
Investment Theme

Who is going to win the Indian Election? On the ground in Uttar Pradesh

The Indian General Election is coming up on May 23, 2019. Our base case is that Modi is returned as Prime Minister and the BJP gains a majority of seats, or at least...
Mary Manning
Alphinity Investment Management
Investment Theme

The force behind the fast-food juggernauts

In the 1930s, Harland Sanders started cooking for travellers at his service station and motel in Kentucky. In 2017, the company that the honorary Colonel founded sent...
Magellan Investment Partners
Magellan Investment Partners
Expert Insights

Getting ready to grow the short book

When the stars align, there is money on the table for investors in short selling – the process of selling high, then buying low. With the tide of central bank...
Livewire Exclusive
Livewire Markets
Investment Theme

No Apple. No Facebook. No Berkshire. Welcome to 2029

Market leaders have changed dramatically over the last ten years. We’ve seen the rise of companies that have either disrupted an existing industry or challenged...
Amit Lodha
Amit Lodha
Fidelity International
Investment Theme

Momentum Matters for Value Investors

Momentum is a dirty word in the value investing world. Buy cheap stocks and they eventually go up is the mantra. Put aside the fact stock price momentum is a factor...
Steve Johnson
Forager
Investment Theme

ASX hits 5 months high

The Aussie market rallied strongly again today – mostly early with the ASX 200 hitting a 5 month intra-session high of 6240 just before lunchtime and that seemed get...
MTS
NUF
James Gerrish
Market Partners
Investment Theme

A beneficiary of the improving outlook in China

Macau is the largest casino gaming market in the world. It generated gross gaming revenues (GGR) of ~A$53bn in 2018, most of which was derived from mainland Chinese...
Fredy Hoh
Fredy Hoh
Ellerston Capital
Rapid Fire

Podcast: The hottest investment theme on Earth

When Al Gore’s “An Inconvenient Truth” was released 13 years ago, it brought the issue of climate change to the fore of people’s minds around the world. It might...
The Rules of Investing
Livewire Markets
Investment Theme

Constrained supply is driving iron ore prices higher

Alex discusses BHP's earnings results on CNBC and how iron ore prices are rising because of constrained supply, rather than increased demand from China: ...
BHP
Leyland Private Asset Management
Trusted and Confidential Asset Management Advisors
Investment Theme

Uranium – the bull market has already started

Wouldn’t it be nice to find a market to invest in in which the demand has been increasing constantly, supply is being cut and the cost of production is pretty much...
Marcelo Lopez
Marcelo Lopez
L2 Capital Partners
Investment Theme

Global dividends surge to new record in 2018, with more growth in 2019

According to the latest edition of the Janus Henderson Global Dividend Index (Index), global dividends finished 2018 at a new record high, as a strong fourth quarter...
Jane Shoemake
Janus Henderson
Investment Theme

In the driver's seat with Elon Musk

ARK Invest has just published a great podcast with the one and only Elon Musk. Interviewed by Cathie Wood and Tasha Keeney, Elon set the scene by agreeing with their...
Alex Cowie
Alex Cowie
Investment Theme

Miners Regain Their Appetite

The mining industry collectively had to address a range of issues to ensure survival between circa 2011 and 2015. Having met the top of the market with bloated...
Hedley Widdup
Lion Selection Group
Investment Theme

The innovations leading the most transformative period in history

History is replete with examples of businesses and consumers ignoring or dismissing big ideas, particularly those associated with disruptive innovation. In 1876, for...
Nikko AM
Nikko AM
Amova AM
Buy Hold Sell

Ranking the banks after the Royal Commission

With the dust settling from the final report of the Financial services Royal Commission, we took the opportunity to ask Ben Rundle from NAOS Asset Management and...
+1
Buy Hold Sell
Livewire Markets
Investment Theme

Investing through the lens of disruption and change

In just under five months Loftus Peak will have been operating for five years, so it seems like a good time to review some of the more important positions for us -...
Alex Pollak
Loftus Peak
Investment Theme
Sponsored

Ellerston Asian Investments Options – Act now

Ellerston Asian Investments Options (ASX:EAIO) will cease trading on the ASX on the 22nd of February and expire at 5pm AEDT on the 28th February 2019. Ellerston...
Livewire Exclusive
Livewire Markets
Investment Theme
Sponsored

Access a 7.1% yield with growth potential

It’s a difficult market to find value. However APN’s Regional Property Fund offers investors a way to access an attractive yield, with the added potential for capital...
Tom Forrest
Tom Forrest
APN Property Group
Investment Theme

Stocks and themes that stood out in week 1

Welcome to Nikko Asset Management’s 4 Minute reporting season wrap up on the week that was in Australian markets, and what we are reviewing in the week ahead. ...
AMP
BHP
CYB
+5
BRAD POTTER
BRAD POTTER
Tyndall AM
Investment Theme

Detroit: on the move again

Steve and I recently attended an auto conference in Detroit. After years of flying high cyclically, stocks in the auto sector have sold off heavily recently. We’ve...
Gareth Brown
Forager
Investment Theme

Stocks edge lower but aged care providers defy the RC & rally

A fairly lacklustre open to the trade this morning with the market trying to take the high road before succumbing to selling, mainly focussed in the banks following...
EHE
JBH
+1
James Gerrish
Market Partners
1276-1300 of 1409
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