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The RBA’s announcement yesterday had me asking one question: Am I meant to buy, or am I meant to sell?As I discussed with my colleague Darren Langer, co-head of...

The Australian market rallied through August, keeping pace with global equities. Our local earnings season gave a series of mixed messages and displayed a significant...

Interest rates aren't going anywhere anytime soon, and Australia is still awash with accommodative fiscal and monetary policy. And while the S&P/ASX All Ordinaries is...

When it comes to movers and shakers, the Aussie reporting season has delivered on all fronts. A surprise 141% dividend increase and an impressive jump in earnings...

“We don't go online anymore. We exist there”. This is a phrase used by Jay Brown, CEO of Crown Castle America’s largest provider of communications infrastructure. With...

In this episode, David is joined by Phil Green of The Alceon Group. Phil is generous in sharing his learnings over the years, including that as a CEO of Babcock &...

When Alex Waislitz started his private investment company, Thorney Investment Group, back in 1991, he was a dyed-in-the-wool value investor. Having learned the craft...

While people may debate the independence of broker research, one thing they do boast is access. Access to company management, to information and data that you may not...

A traditional approach to value investing can rely on owning low-multiple stocks expecting mean reversion to generate long-term alpha. In our view, this is a flawed...

Despite rising bond yields through most of 2020, continued low interest rates have underwritten record valuations across markets. Meanwhile, rampant M&A activity is...

BHP had a terrible week falling ~16% after announcing FY21 results, the unification of their structure, the proposed spin-out of their Petroleum division to Woodside...

At just 23 years’ old, Harley Grosser did what many of us only ever dream of and founded his company, Capital H Management. At the time, he had $50,000 of his own...

There are a few things in life we all love with reckless abandon. That first sip of a cold drink on a warm summer's day, puppies, travel (minus the flights and/or...

It's been a stellar start to reporting season, with several companies reporting strong profit numbers. Suncorp announced a $250 million share buyback after increasing...

There are some topics that irrefutably divide the nation. The State of Origin, Vegemite, hipsters, for instance, or the existence of Australia's most dangerous...

If income investing was an Olympic sport, Australia would hold a silver medal, ranking second highest in the world for its dividend yield. And you can thank our...

The allure of finding a big winner is difficult to resist for most equity investors. After all, we’re doing it to make money! However, there’s just as much (if not...

It was Paul Kelly who famously sang that "from little things, big things grow". And that sure has been true of our waistlines during lockdowns. On the other hand,...

We may not know the answer to this first question for years to come – at least until the “artificial supports” from the government and broader public sector are...

The proliferation of exchange-traded products presents investors with an ever-growing suite of tools for portfolio construction. As of June 2021, 620 different passive...