Investment Theme

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

Investment Theme
David Kirk

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 story struck a chord with many readers. Successful companies are founded by very different people from very different backgrounds. In this... Show More

Expert Insights
Livewire Exclusive

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 Manager at US-based Loomis Sayles explains to us in this short video why she disagrees and won’t invest in traditional retail at all. She nominates the... Show More

Investment Theme
4D Infrastructure

The Federal Budget announced an eye catching national $100 billion infrastructure investment program over the next 10 years. All infrastructure spending is good infrastructure spending. Firstly, it lays the ground work for a pool of future privatisation candidates once the assets are fully developed. Secondly, simply investment into the nation’s... Show More

Expert Insights
Livewire Exclusive

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 liquidity receding, David Poppenbeek from K2 Asset Management says it’s time to start judiciously growing the short book. You need deeper... Show More

Investment Theme
James Gerrish

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 a few sellers out and about despite strong buying throughout Asia and US Futures that opened up +0.40% and stayed well... Show More

Investment Theme
Hedley Widdup

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 balance sheets and unsustainable costs, austerity was rolled out. But unlike many mining initiatives there were no commemorative shirts or hats. The... Show More

Investment Theme
Nikko Asset Management Australia

History is replete with examples of businesses and consumers ignoring or dismissing big ideas, particularly those associated with disruptive innovation. In 1876, for example, when Alexander Graham Bell was granted the official patent for the telephone, many businesses dismissed it as irrelevant or insignificant. Famously, Western Union took a pass... Show More

Investment Theme
Gareth Brown

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 made a few investments in auto parts suppliers. Attending the conference was a chance to catch up with management teams of those investments... Show More