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If there's any sweet spot for a growth investor to be in, it's within an industry booming due to a structural shift in demand for a given product or service. However,...

Some would label it Australia’s biggest disappointment. After being slammed by the NBN rollout, Telstra now faces its next biggest challenge - 5G. So, is now the time...

Today we look at a rough roadmap of what would need to happen on the road to suspending capitalism and markets being artificially held up indefinitely. Whilst we've...

The one question all investors want to know the answer to – what shape will the recovery look like? For Lakehouse Capital’s Chief Investment Officer Joe Magyer, that...

Throughout Buy Hold Sell, fundies have generally agreed that the best businesses to own in the current environment are those offering highly scalable technology...

With August results season around the corner, investors will finally get a clear picture of COVID-19’s impact on corporate Australia. We know it’s going to be bad, but...

Founded 27 years ago, Macquarie Telecom (ASX:MAQ) is an Australian data centre, cloud, cyber security and telecom company for mid to large business and government...

For Stephen Arnold, Chief Investment Officer of Aoris Investment Management the best way to protect capital is to own ‘all weather’ stocks. These are those rare...

Markets have disconnected from economic reality; seemingly unphased by some of the worst economic fundamentals we've seen. We’re looking at factors that could bring...

Over the last decade Australian banks have been steadily retreating from the real estate lending market. This gap has created an opportunity for private lenders to...

Amid a pandemic ripping through equity markets, there are a set of stocks which quickly developed herd immunity and eliminated the virus from their growth trajectory...

The investment industry is filled with complicated jargon and difficult-to-understand strategies. But at TMS Capital, we have a simple philosophy – share prices tend...

Products like margin loans and contract for difference (CFDs) may have been the traditional face of leveraged and inverse investing, but the emergence of leveraged and...

2020 has not been an easy year to manage so far, with COVID accelerating our longer term thinking − that many economies would have little choice but to continue to cut...

Very few people actually understand liquidity in credit (or non-government bond) markets. Many express opinions on the subject of credit liquidity and, for example,...

Hamish Douglass, Chairman and Chief Investment Officer, spoke with Janet Yellen, the most recent former chair of the Federal Reserve, and an adviser to Magellan, about...

Today we turn our attention to an emerging issue faced by both institutions and investors alike: finding income in the zero interest rate environment that could last...

Australia has been viewed as an outperformer in the global battle against Covid-19, and with justification. Australia’s death toll of 106 and currently just 10 people...

In the previous video, Roger Montgomery of Montgomery Investment Management and Ben Clark from TMS Capital stressed the importance of not overpaying for growth...

Vince Pezzullo, Deputy Head of Equities at Perpetual, explains that companies need to clear four hurdles before being considered for investment. The criteria are a...