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The founder of one of the ASX’s most unusual ‘tech’ companies is scathing about the business model of tech stocks with billion dollar-plus valuations, with the current...

Join host Adam Spencer and I on the nine-part podcast series, What Matters. Together with a range of special guests we navigate a lifetime in business and investing....

QVG Capital is a boutique Australian equity manager founded by the experienced stock-picking pair of Tony Waters and Chris Prunty. The firm manages the QVG...

If you want to know just how integral semiconductors are to our day-to-day lives simply ask Kanish Chugh's four-year-old son. He now knows all about it, thanks to...

Central banks remain steadfast in their message that the current bump in inflation will prove short-lived. Companies are less sure. A frequent message we have heard...

Since long before COVID, leading tech companies have been the primary focus of market attention — for good reason. Market-leading tech giants are transforming the way...

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...

Let's face it, putting up with anyone for a decade is an achievement. But to make a partnership truly sing after 30 years is not only worth celebrating, it's worth...

As the AFR's Cecile Lefort reports, there was quite extraordinary demand for a new bond issue (actually, dual-tranche 2026 and 2028 issues) from the NSW government on...

The final hour of power as one trader on Bloomberg put it this afternoon with the ASX rallying +25points to close up on the day driven largely by the Energy & Material...

Historically, private equity investments have primarily only been accessible to large and sophisticated institutions, endowment funds, family offices, and a limited...

Apple was hit with an adverse decision in an important court case last week. But it might not damage the tech giant in the long-run. Shares in tech giant Apple...

Stephen Schwartzman, co-founder and CEO of Blackstone, is one of the richest people on the planet with a staggering US$39 billion fortune amassed over a glittering...

Just as the Australian Census promises to provide a comprehensive snapshot of the country and how we are changing, so too the recently completed Australian profit...

Last month the Intergovernmental Panel on Climate Change (IPCC) published the latest report from its first Working Group. There are three Working Groups and Working...

We’ve talked extensively about the rise of smart beta and the disruption of active management. We think that smart beta products are a disruptive innovation with the...

"Investors get ready for 11pc return from property stocks" - This was a headline in the AFR this week that probably caught many investors, particularly real estate...

Private debt is a well-established asset class for income, and commercial real estate (“CRE”) debt sits within this segment. As investors seek income and yield in this...

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...

Over the past 12 months, the All Ordinaries index and the S&P 500 have risen around 26 and 35 per cent, respectively. Not bad when you consider the economic ravages...