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An update on microcap US Oil & Gas explorer Fremont Petroleum (FPL.ASX $0.008) having made an important announcement last week on funding. Having removed the funding...

The Australian Financial Review recently reported that VGI Partners had received applications in excess of $500 million for the IPO of their Asian focused listed...

Research into Australia’s online broking industry has shown record numbers of Australians are investing offshore, challenger brands are taking market share from...

When it comes to investing in disruption a lot of the capital and focus has been on finding opportunities that exist in private markets. Catherine Wood, Chief...

As with most industries, real estate is evolving. Retail real estate has historically been the dominant real estate asset class, but due to the competitive impact of...

EML Payments (ASX: EML) was a clear standout at the most recent results season (40 per cent FY19 EBITDA growth, solid earnings beat, market forecasts upgraded) and we...

Opportunities for exponential growth don’t come along very often. As we learned recently, it requires the right product, the right team, great timing, and a little bit...

There’s a Japanese proverb that says: “Fall seven times, but stand up eight”; in other words, perseverance is what wins. And with emerging companies, it is almost...

On Thursday I debated and demolished my old foe Dr Steve Keen (of doomsday fame) on the contentious subject of Aussie housing. You might recall that Steve was the guy...

The concept behind the circle of influence and control is simple. What is within the ‘circle of control’ is what can be controlled by an individual, in this scenario,...

(Ed note: first published October 2019): By now, the situation is clear. Many economies are gradually slowing down or have already entered a recession (think European...

Considering the past week has included global markets being shaken by a collapse in a key US manufacturing survey to a 10 year low, the S&P 500 kicking off Q4 by...

Harry Markowitz, Nobel Laureate and pioneer of investment theory, called diversification "the only free lunch in finance". It offers the prospect of reducing risk...

When considering companies for potential inclusion in the fund, we are clear about the characteristics we look for: a proven track record of generating...

In early 2019 we asked the five top-performing fund managers from Buy Hold Sell for their #1 stock pick for 2019. With one quarter to go, it’s time to check in on...

In August this year, passive US equity assets under management (AUM) surpassed those in active funds for the first time. As the popularity of passive...

Back to back 100+pt falls as the index followed up yesterday’s stumble with a genuine fall today – the market down just shy of 250pts to fall 3.7% in the 2 sessions....

Plus, whispers that Newmont is drilling two deep holes in NSW porphyry country fires up interest in neighbour DevEx while initial drilling at PolarX’s potential...

Value stocks just had their best month in nearly three years. After a very long slide downward, the Dow Jones Thematic Market Neutral Value Index abruptly jumped by...

In this wire, we recap key market events, the current investing environment, and our market outlook. We also reiterate our Champion Stocks. Market review Despite some...