podcast wires

The retrofitting of global energy systems designed to run on fossil fuels is a shift unsurpassed by anything since the industrial revolution. While on the surface it...

Wasn’t the reopening trade a 2020 thing? Perhaps for some, but not so for us down here in the Lucky Country. With mid-October flagged as the reopening date, the...

The early 90s was an interesting time. The internet was taking off, Australia was having the ‘recession it had to have’, and Perpetual was a hotbed of Australian...

The stocks you actually care about on Buy Hold Sell? Who said you can't have your cake and eat it too... In this episode, we crunched the numbers on your most searched...

In the recent 100th episode of his podcast Inside The Rope, David Clark was joined by special guest and long-time supporter, Hamish Douglass of Magellan (Douglass...

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...