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Few stocks have been able to wrangle their way into the S&P/ASX 20 over the past few years, earning themselves a place among the bourse's biggest as their market caps...

In the fifth episode of 'Direct from the Desk', analyst Jono Higgins and I take a deep dive into Buy Now Pay Later juggernaut Zip Co (Z1P). If you had bought Zip, the...

They say from little things, big things grow. And that is certainly true for Australian companies. But on every company's way to the top, they have to pass through a...

Truly special businesses don’t come along very often. Those with enduring competitive advantages, the ability to grow for long periods and produce high returns on...

They say that behind every great business is often an even better management team. We're told to invest in people rather than the business, to find leaders with "skin...

In the fourth episode of 'Direct from the Desk' I'm joined by Senior Analyst Peter O'Connor to take a deep dive into Australia's no 1 copper stock, Oz Minerals...

"Triple-0, what's your emergency? Your small and large-cap picks for 2021 have taken a dive off a cliff? And returns barely have a pulse?" Oh dear. Well, it can feel...

In the third episode of 'Direct from the Desk', I'm joined by Senior Analyst Aiden Bradley to take a deep dive into shipbuilder Austal (ASB). The company is one of...

Try picturing some of the great contests of the recent past. Ali versus Foreman! Fischer versus Spassky! Federer versus Nadal! Gatting versus Warne! Actually, maybe...

Jeremy Grantham is famous for his ability to pick bubbles. The co-founder and Long-Term Investment Strategist at GMO Investment and Asset Management correctly called...

They say that it is an investor's best ideas that produce the best returns. It sounds simple, right? (Right?) And yet, investors and fund managers' portfolios...

In the second episode of 'Direct from the Desk', I'm joined by senior analyst Jules Cooper as we do a deep dive into the software business Altium (ASX: ALU). The stock...

In 2006, at just 35 years of age, following a stellar career as a financier and economist in the US, Kevin Warsh was appointed to the US Federal Reserve Board,...

There are few investors currently prepared to take a contrary view on inflation. Most are expecting it to rise but view it as transitory - a shorter-term consequence...

After underperforming the benchmark for more than a decade, Financials are back - buoyed by a sudden switch to cyclical and economically sensitive stocks and an...

In the first instalment of the new Market Matters podcast Direct from the Desk, I speak with Danny Younis, Senior Analyst at Shaw and Partners to take a deep dive into...

In this episode, David Clark, partner at Koda Capital, speaks with Tim King, founder and chief investment officer (CIO) of the investment management firm, Melior....

The banks are back, baby. Or so it seems. National Australia Bank (ASX: NAB), Commonwealth Bank (ASX: CBA), ANZ Bank (ASX: ANZ), and Westpac (ASX: WBC) have handsomely...

It takes a special type of person to be a contrarian investor. Few people are willing to buy companies while others predict doom. It requires accepting that you won’t...

Love them or hate them, you really have to hate the banks. Right? Well - maybe not so fast. After all Aussie investors love them, and why not? They've been a trusty...