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In this episode of Buy Hold Sell the panel discuss a selection of rate sensitive stocks including Transurban, Scentre Group, CBA and Suncorp. What we learn is that...

Since 2002, Washington H. Soul Pattinson has delivered total shareholder return of ~490%. That’s more than double the All Ords Accumulation Index and this year marks...

Two of the largest positions in the fund right now have been a2 Milk and WiseTech Global. Both of these are stocks that have done tremendously well and whilst we...

The digital delivery of food & beverages will be one of the fastest-growing areas of the market in the coming years. In the US, expectations are for up to 7x growth in...

Plenty of attention has been given to ‘FANG’ stocks (Facebook, Amazon, Netflix, Google), but it’s the Chinese analogues, Tencent and Ali Baba, that are more...

It’s a well-established fact that over the very long-term, ‘value’ portfolios, as measured by price-to-book, price-to-earnings, and dividend yield, tend to outperform...

The market isn’t always right, but a lot of the time it is. As Howard Marks once said, “You can’t do the same things others do and expect to outperform.” Dawn...

If you want to outperform over the long-term, buying great businesses isn’t enough. Clay Smolinski, Portfolio Manager at Platinum Asset Management, says you need to...

Looking for quality and value is so popular that it’s hard to find an edge. Undervalued stocks can stay that way for years on end, and high-quality stocks that have...

It’s no secret that consumers around the world are getting more physically active. In the past, companies like Nike, Under Armour, and Lululemon have been the major...

It’s been a pretty ordinary decade for the ASX Small Ordinaries Index, which remains more than 30% below its 2007 peak. However, it’s a market that’s ripe for...

The continued success and profitability of Australian banks over the last few decades, as well as recent large capital raisings, means that Australia’s big 4 banks are...

After a being sidelined for an extended period buyers are coming back to small caps. The Small Ords Index is on the move so we’ve invited two fundies that specialise...