Michael Glennon

Michael has over 17 years experience in financial markets and over 15 years experience as a portfolio manager and director of several boutique investment management firms. As one of Australia’s most experienced small cap fund managers, Michael was...

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Alignment – Spending Other Peoples Money

Michael Glennon

One of the things that frustrates me most is fund managers who take the “other peoples money” approach. My fundamental belief is that if you wouldn’t do something with your own money, why would you do it with someone else’s money? When we look to hire new analysts, we spend... Show More

Doing Something You Love (and turning a profit)

Michael Glennon

When I left my last firm just before the GFC I had a non-compete associated with the sale of the equity as I was a major shareholder. For the first time in my career I took some time off. I travelled overseas and spent some time in Madrid, Spain. I... Show More

retail gfc silver chef ASX:SIV ASX:RHG RHG

Speculative Bubbles

Michael Glennon

Do investors favour the next big thing, rather than focusing on long term success? Show More

Bad Directors

Michael Glennon

Don't invest in companies with directors who don't value their responsibility to shareholders. Watch to see how Michael weeds out bad directors. Show More

Dissecting The Margin of Safety

Michael Glennon

This week Michael is talking about the Margin of Safety, following a very heated back-half of calendar 2016 in the small and mid-cap segments of the market. Show More

Are owner-operators doomed to fail?

Michael Glennon

Does being a CEO who has a stake in the business affect decision-making? Watch the video to hear Michael talking about owner-operators making strategic business decisions for long-term growth. Show More

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Beware of Investing In Unlisted Equities

Michael Glennon

In this video I am talking about investing in unlisted equities, and how a business plan is just a concept until the business generates a cash profit. Show More

Telstra's Product Conflict

Michael Glennon

Find out why Portfolio Manger Michael doesn't like Telstra, and why it's struggling to keep up the pace in this technocentric world. Show More

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Disruption & Property

Michael Glennon

Today's video is around disruption in the property industry, and the companies that are getting ahead because of it. Show More

1-Page Update

Michael Glennon

This time last year we shared our thoughts on listed company 1-Page. Here's what's happened over the past year. Show More

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Capitalising On A Volatile Market

Michael Glennon

In this video, I discuss what we look for when investing in a company, how you can take advantage of volatility in the market, and what stands out in a volatile market. Show More

Did you invest in 1-Page? Or did you see some discrepancies like we did?

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