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“Buying cheap stocks is great, but buying good companies cheaply is even better” - Joel Greenblatt Value investing has so much intuitive appeal. Who doesn’t like a...

In a bull market, investors focus on the income statement. But in a bear market, balance sheets come to the fore. Get both elements right and you’ve got the...

Today in the AFR I write about the coming of Cold War 2.0 after last week's missive explaining that the only important questions right now revolve around who is...

We can think of any investment decision as the coming together of an object, data and analysis, with a subject, the decision maker. This decision maker may be a person...

Over the past few months we have looked several times at debt crises and how they are likely to be resolved. We had Dr Hail on to talk about MMT, we featured Ray...

Why are Geoff Wilson, Phil King and David Paradice all bearish on the market? Do they think there are better opportunities offshore or in Australia? Which sectors and...

Delivering returns whilst providing impact, Cullen joins David to discuss the Kilter Rural impact investments.Since 1993 Cullen has been working in the farmland and...

Nearmap (NEA) uses aerial imaging and geospatial mapping technology to deliver high-resolution images to customers. Its competitive edge comes from the tech, which...

Gold prices have continued their bull market run in Q2 2020, with the yellow metal trading above USD 1,700 per troy ounce. This reflects a sustained upward trajectory...

Central banks and governments have injected ~US$18 trillion into the financial system since February 2020 to cauterise the bleeding in economies and markets. But...

Most social scientists share the view that the GFC in 2008/09 played a major role in further polarising modern day societies.To get an accurate insight into what is...

So far in 2020, investors have seen circa $26b worth of dividend income disappear. For some investors, the loss of income is no great concern, but for investors that...

Artificial intelligence and machine learning have become an integral component of everyday technology and this trend is set to become exponentially more pronounced in...

Paradigm Biopharmaceuticals (PAR.ASX) have $108M in cash, no debt and are well advanced in the progression of clinical trials in addressable markets worth up to as...

US data overnight continued to signal a record drop in Q2 growth ahead after Q1’s already weak -5.0% result (revised overnight from -4.8%). Durable goods orders—a...

With 2.2Moz already under its belt, Bellevue remains ‘one of Australia’s more exciting exploration stories’. Plus, the punters pour in as Hennigh likens White Rock’s...

Australia’s national cabinet met on Friday May 8 and in a positive move, set out a three-step process to re-open most parts of the economy for a new ‘COVID normal’. ...

It goes without saying that the last few months have produced unprecedented 1 market volatility. Aside of wars, COVID19 is the most monumental disruption to the...

Elevated volatility is providing endless opportunities. Matthew Haupt, Lead Portfolio Manager at Wilson Asset Management, explains how the WAM Leaders portfolio is...

If the Chinese experience along with early indications locally is anything to go by, then Australia’s love of the car has just got another shot in the arm from...