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          <time datetime="2020-11-20T15:06:31+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 20, 2020 15:06</time>
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              A payments company for value investors
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  Euronet Worldwide Inc (NASDAQ: EEFT) was recently added to our portfolio. EEFT is a global electronic processing company based in the US and listed on NASDAQ. The...
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        Perpetual Asset Management (Australia)
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        <time datetime="2020-11-20T15:06:31+11:00" data-controller="datetime" class="hidden sm:block sm:flex-none order-1 w-36 uppercase pre-header-sm lg:pre-header-md text-darkgray">November 20, 2020 15:06</time>
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            <a class="pre-header-sm lg:pre-header-md uppercase text-primary hover:underline" href="/the-rules-of-investing">The Rules of Investing</a>

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          <time datetime="2020-11-20T15:03:49+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 20, 2020 15:03</time>
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              <span class="wire_title_component w-full block group-hover:underline"><span data-controller="logged-in-class" data-logged-in-class-logged-in-class-value="hidden"></span>Buy Australian for the next recovery <span class="whitespace-nowrap">phase<svg xmlns="http://www.w3.org/2000/svg" width="24" height="24" viewBox="0 0 24 24" fill="none" id="embed_podcast" class="inline-block align-middle group-hover:underline w-6 h-4 lg:h-6 ml-2">
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  After a tumultuous 2020, the world is (slowly) beginning to recover. With two successful vaccines announced, and the virus largely quashed in Asia and the Pacific, the...
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              <span class="wire_title_component w-full block group-hover:underline"><span data-controller="logged-in-class" data-logged-in-class-logged-in-class-value="hidden"></span>Why going small will win big in <span class="whitespace-nowrap">2021<svg xmlns="http://www.w3.org/2000/svg" width="24" height="18" viewBox="0 0 24 18" fill="none" stroke="currentColor" id="embed_video" class="inline-block align-middle group-hover:underline w-6 h-4 lg:h-6 ml-2">
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  With the US election settled, vaccines on the way and a reopening of the country mounting, the worst is seemingly behind us. Oscar Oberg and Tobias Yao, two small-cap...
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              <span class="wire_title_component w-full block group-hover:underline"><span data-controller="logged-in-class" data-logged-in-class-logged-in-class-value="hidden"></span>An underappreciated company thinking &#39;inside the <span class="whitespace-nowrap">box&#39;<svg xmlns="http://www.w3.org/2000/svg" width="24" height="18" viewBox="0 0 24 18" fill="none" stroke="currentColor" id="embed_video" class="inline-block align-middle group-hover:underline w-6 h-4 lg:h-6 ml-2">
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  The 2020 SOHN Hearts and Minds Investment Leaders Conference was a little different to previous years. Hosted via Zoom, rather than taking place at the Sydney Opera...
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        Livewire Markets
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              Is value investing really dead?
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  There is strong support from many decades of data that investing in value stocks - lowly-rated companies that are deemed undervalued compared to their future worth -...
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          <time datetime="2020-11-20T08:51:18+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 20, 2020 08:51</time>
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  Plus, imminent PFS could spark re-rating for Kingston and sold-down Rumble offers punters several leveraged exploration plays. It hasn’t taken long for Neil Biddle to...
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              Software ate the world
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  In 2011, Silicon Valley entrepreneur Marc Andreessen declared software is eating the world. He made the claim at a time that technology stocks were relatively unloved...
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          <time datetime="2020-11-20T06:30:17+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 20, 2020 06:30</time>
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              <span class="wire_title_component w-full block group-hover:underline"><span data-controller="logged-in-class" data-logged-in-class-logged-in-class-value="hidden"></span>Buy Hold Sell: 5 stocks ready to take <span class="whitespace-nowrap">flight<svg xmlns="http://www.w3.org/2000/svg" width="24" height="18" viewBox="0 0 24 18" fill="none" stroke="currentColor" id="embed_video" class="inline-block align-middle group-hover:underline w-6 h-4 lg:h-6 ml-2">
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  This week, the world received the news that not only one, but two potential COVID-19 vaccines had been produced. Does this mean that 2021 goes back to normal and the...
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        <time datetime="2020-11-20T06:30:17+11:00" data-controller="datetime" class="hidden sm:block sm:flex-none order-1 w-36 uppercase pre-header-sm lg:pre-header-md text-darkgray">November 20, 2020 06:30</time>
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          <time datetime="2020-11-19T17:06:24+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 19, 2020 17:06</time>
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full ">
              USD debasement and vaccine ends the yield pandemic
            </h2>
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  Local market started negative on US lead before global investors pushed it into positive territory on macro trade. Global investors continue to buy our banks for the...
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        Janus Henderson
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          <div class="sm:flex-grow">
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              Investing in the holy grail of tech
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Israel today represents arguably the greatest concentration of innovation and entrepreneurship in the world. Israel and Israel-based companies are regularly cited as...
</div>

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        Pengana Capital Group
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              US election results boost US healthcare stocks
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         While the outcome of the US election remains uncertain, the Democratic sweep didn’t eventuate. Specifically, a Democratic majority in the Senate looks less...
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          <time datetime="2020-11-19T10:18:10+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 19, 2020 10:18</time>
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              Property: On the nose or smelling like a bargain?
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   It can take guts to voice unpopular views. Last Thursday, about 20 minutes into our team’s 9am weekly distribution meeting, someone said what everyone else was...
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        Dexus Real Estate Securities
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          <time datetime="2020-11-19T09:07:19+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 19, 2020 09:07</time>
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              Can confidence create the conditions for growth?
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  Australia’s improving domestic management of the COVID-19 pandemic, an end to the lockdowns in Victoria and Melbourne in particular, vaccine progress, fiscal stimulus...
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        Auscap Asset Management
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          <time datetime="2020-11-19T08:36:20+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 19, 2020 08:36</time>
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              Are disruptors the next generation of defensive stocks?
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  2020 has seen significant headwinds. Sectors that have traditionally been viewed as defensive are no longer considered safe-havens.Energy is one example. This high...
</div>

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          <time datetime="2020-11-18T15:56:30+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 18, 2020 15:56</time>
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              Not all banks are haunted by the ghosts of crises past
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  Amongst many investors right now, ‘financials’ is a dirty word. Concerns around net interest margins and profitability arising from ‘lower for longer’ interest rates...
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          <time datetime="2020-11-18T15:41:31+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 18, 2020 15:41</time>
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         Back in 2016 we published an article which warned of the changing environment facing retail landlords around the world. At the time we were particularly...
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