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With a fierce commitment to legacy comes a natural resistance to giving up control. A big positive of founder-led companies we previously discussed was their tendency...

In an era of heightened uncertainty, alternative assets represent a unique opportunity for retail investors to gain diversification benefits, reduced cyclicality and...

Back in March, I wrote about WebCentral (ASX:WCG), the third-largest domain and hosting business in Australia. WCG had just been the subject of a complex bidding war,...

In early 2020, David Gibbs took the helm of Yum! Brands, the American fast-food giant that operates well-known brands including KFC, Pizza Hut and Taco Bell, to name a...

Emerging markets have been in the news with concern about the contagion impact of the potential failure of Chinese property developer Evergrande. This crisis...

Just like our business attire resting in the back of the closet, the dust is now well and truly settled on another reporting season. Unsurprisingly, another victim of...

Reports on the financial strains at the property developer China Evergrande Group have been unnerving global markets, drawing comparisons to a level of systemic risk...

The first step in the investment process is to adequately gauge a client’s objectives and constraints through the development of an Investment Policy Statement (IPS)....

If the markets were going to close for the next five years, starting from tomorrow, and you could only own shares in one stock, what would it be?  It's always a...

I have two types of friends when it comes to investing. One half lob their fortnightly paychecks into Tesla call options, crypto and speccy mining stocks. The other...

The wild world of small caps has enamoured investors and punters alike since the dawn of time. Case in point, if a friend asked you to name your best stock pick, I'm...

In the AFR this weekend I wrote that we’ve been recently gifted two rare cases of outstanding political leadership and bipartisan cooperation that will reverberate...

In April this year the Financial Review wrote an article on “Savvy Investors filling up on Service Station assets”, the article highlighted the key attractive...

The Weekly S&P500 Chart Storm is a selection of 10 charts which I hand pick from around the web (+some of my own charts), and then post on Twitter.The charts focus on...

Michael Goldberg and the team at Collins St Value Fund know a thing or two about making money off unloved and out of favour stocks and sectors. Their investments in...

Top 5 Articles The tweet that sums up investing in 2021. As a result of the eviction moratorium, some American landlords are demanding 6 months of rent upfront. ...

Over the last 12 months the Australian equity market has been supported by a strong cyclical earnings recovery, unprecedented fiscal support and an extraordinarily...

In 2014, the former head of the US Federal Reserve, Ben Bernanke, stated “the problem with quantitative easing (QE) is that it works in practice but it doesn’t work in...

Many Australian companies offer the allure of healthy dividend payments, ie, income, plus potential share-price growth. But that's not all. Australia's franking...

In a previous wire, we asked the question: "Where is iron-ore headed from here?". We suggested a clearing price around $100 USD/ton. The futures price hit that level...