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The Rules of Investing

Lev Margolin's four-step process for finding structural winners

System Capital’s Lev Margolin reveals how he finds long-term structural winners and four stocks he expects to grow stronger.
The Rules of Investing
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 3 ASX stocks built to handle tough conditions

When markets turn soggy, only the sure-footed survive. We're on the hunt for the wet-track wonders, built to thrive in tough conditions.
ANN
RMD
+2
Buy Hold Sell
Livewire Markets
The Rules of Investing

Inside the Soul Patts compounding machine

With markets running hot, Todd Barlow explains how Soul Patts is buying at lows, holding real assets, and keeping cash ready.
The Rules of Investing
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 5 ASX stayers built to go the distance

Spring racing is here and we’re backing market “stayers” — enduring performers built to last. Which quality compounders make the grade?
CAR
CSL
+2
Buy Hold Sell
Livewire Markets
The Rules of Investing

Magellan's value picks as sentiment soars

Head of Global Equities Arvid Streimann on staying disciplined when optimism peaks and defensives get ignored.
The Rules of Investing
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 4 overlooked ASX small cap winners and 3 that are overcooked

Luke Laretive and Matt Griffin unpack three small-cap wallflowers, reveal an early-bird find, and name one stock to steer clear of.
CDA
DRO
ERD
+4
Buy Hold Sell
Livewire Markets
Investment Theme

Backing the builders: Why early-stage AI investing is creating tomorrow's titans

David Clark sits down with Daniel Darling at Focal Ventures, to explore how artificial intelligence is reshaping the investment landscape.
David Clark
Koda Capital
Buy Hold Sell

Buy Hold Sell: How to play the small-cap rebound plus 4 stocks leading the way

Are small caps really back? Our experts unpack the rally, the risks and what could drive future growth.
EOL
+1
Buy Hold Sell
Livewire Markets
The Rules of Investing

Warryn Robertson: The secret to owning the world’s best assets

Warryn Robertson shares the principles behind investing in the world’s best assets — and why definition and price are everything.
The Rules of Investing
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 5 ASX small-cap ideas and the hot sectors driving them

Small caps may be riskier but that’s where opportunity lies. Luke Laretive and Matt Griffin share the sectors and stocks catching their eye.
MEK
NWH
+1
Buy Hold Sell
Livewire Markets
Success and More Interesting Stuff

Alexis George: Rebuilding AMP

From small-town beginnings to leading one of Australia’s oldest financial institutions, Alexis George shares how she is rebuilding AMP.
AMP
Matthew Kidman
Centennial Asset Management
Buy Hold Sell

Buy Hold Sell: 5 ASX playmakers making things happen

In honour of the NRL grand final, Tim Riordan and Brenton Saunders are tackling the innovators bringing their A-game to the ASX.
ALQ
+2
Buy Hold Sell
Livewire Markets
Equities

Virgin is taking off: The investment case for this airline

Virgin has re-listed and we are excited for the outlook.
Firetrail Investments
Firetrail Investments
Funds

Doug Tynan: Real estate, rolexes, and returns - how the ultra-wealthy think differently

From psychology to process, Doug Tynan reveals why discipline drives investing success and where luxury, AI, and durability meet.
David Clark
Koda Capital
Buy Hold Sell

Buy Hold Sell: 4 ASX stocks for playing defence (and 1 to leave on the bench)

Markets at record highs call for smart defence. Tim Riordan and Brenton Saunders share their picks to keep your portfolio in the game.
CAR
+2
Buy Hold Sell
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 5 ASX growth stocks kicking goals right now

It's AFL Grand Final week so Tim Riordan and Brenton Saunders are giving the umpire's call on the ASX stocks making their mark this year.
360
HUB
ORI
+2
Buy Hold Sell
Livewire Markets
Equities

Lessons from the Quant Winter

The quant winter was a two‑year period from 2018 to 2020 when quant funds underperformed. This was largely a Developed Markets effect, with Australia also affected,...
Dr David Walsh
RQI Investors
The Rules of Investing

Chris Joye's big contrarian call

Chris Joye sees Trump driving a US boom, long bonds flashing amber, and urges investors to avoid illiquid risks as hybrids roll off.
The Rules of Investing
Livewire Markets
Asset Allocation

Backing Growth Businesses Beyond Lending | Ben Harrison

Ben discusses how Altor & Prime Combine Debt, Equity & Strategy to Invest in Mid-Market Businesses & the Tasmanian Jack Jumpers Acquisition
Murdoch Gatti
York Wealth Management
Success and More Interesting Stuff

Viktor Shvets: The end of cycles and the cost of progress

Abundant capital has changed markets forever. Viktor Shvets on the end of cycles, rising inequality, and the politics shaping returns
Matthew Kidman
Centennial Asset Management
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