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What does a pair of jeans and the US Post Office have in common?

Tom Stevenson

Little on the face of it, but from an investment perspective quite a lot. They are both second-order beneficiaries of someone else’s investment boom. The jeans manufacturer grew out of a dry goods business set up in San Francisco to supply the thousands of hopeful miners who flocked to California... Show More

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Sectors and stocks on our radar right now

Chris Stott

Expectations of accelerated interest rate rises sent equity markets into a tailspin in February, impacting the first quarter and setting the tone for the calendar year. The good news is that it’s not all doom and gloom and investors can look to the media and retail sectors for opportunities over... Show More

You can run, but you can’t hide

Magellan Asset Management Limited

Strava is an app that styles itself as “the social network for those that strive”. Runners, cyclists and others use the app to track, share and compare their exertions and even determine a ‘Suffer Score’. Show More

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What to own if the market closed for five years

Livewire Exclusive

Five years is a long time in financial markets. Five years ago, the ASX 200 was just hitting 5,000 points for the first time since Lehman’s collapse, US stocks were being “whipsawed” by instability concerns in Italy, and Dick Smith Electronics was getting ready to debut on the ASX. Show More

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JD.com – the Amazon of China

Peters MacGregor Capital Management

JD.com (JD) is often referred to as China’s Amazon. However, JD is online retail shopping with a difference. Firstly, buying behaviour and the online shopping experience in China is quite different to Australia and the United States. Online shoppers in Australia typically buy discretionary items such as books, shoes and... Show More

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Podcast: Will JD.com dethrone Amazon?

Peters MacGregor Capital Management

In the second episode of Peters MacGregor Global Investing Podcast, join Wayne Peters, Chief Investment Officer, and Alex Haynes, Head of Distribution, as they turn their attention to Chinese technology giants Baidu, Tencent and JD.com to discuss the markets they operate in and how these businesses stack up against US... Show More

Health care to rise above industry challenges

Peter Wilmshurst

The various challenges facing the healthcare sector today have been brought to light recently with media headlines highlighting the pressures at play in a very competitive industry. The cost of healthcare in the US is a key challenge for providers and consumers of healthcare, where we have seen companies such... Show More

Amazon – more than a global retail player

Peters MacGregor Capital Management

A well-researched and dynamic stock watch list is the bedrock of a good investment strategy that delivers value over the long-term. This holds true for professional and individual investors. Show More

Myer: Winter is coming

Daniel Mueller

What do Amazon, Buffett and Sydney CBD retail have in common? You know about Amazon and its potential to destroy retailers. While Amazon’s Australian launch last December was somewhat underwhelming, one could consider it a ‘soft’ launch. Whether it’s next year or next decade, odds are Amazon will get its... Show More

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Podcast: How to navigate the volatile market

Peters MacGregor Capital Management

In the first episode of the Peters MacGregor Global Investing Podcast, Head of Research, Nathan Bell, and Senior Investment Analyst, Trevor Scott discuss recent market volatility and building a portfolio of high quality companies, such as NVR and Amazon, that will deliver value over the long-term regardless of short-term market... Show More

What the rise of co-working means for commercial property

Colonial First State Global Asset Management

Over the past decade, the use of space in office buildings took a collaborative turn, with activity-based working helping corporates decrease their space requirements by up to 20%. Now, co-working is the latest and rapidly growing workplace trend that will change the way we work – and invest. Head of... Show More

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The Rules of Investing: Global tech giants

Livewire Exclusive

Disruption is everywhere these days. Whether it’s Amazon and Kogan disrupting traditional retail, Facebook and Google disrupting print and television advertising, or Netflix disrupting pay TV, it’s impossible to avoid. Incumbents face the dilemma of disruption: adapt to new ways and risk hurting their existing business, or stick to their... Show More

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5 Essential Investing Tips for Millennials: How to Start Building Wealth Early

Kent Kwan

Isn’t it time we changed the dialogue around millennials and money? Moved away from berating them for their supposed avocado-eating, latte-sipping, globe-trotting habits and offered some pragmatic strategies for building a sustainable financial future? We certainly think so. It’s why we’ve broken down 5 investing tips for millennials looking for... Show More

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The Rules of Investing: The VC's perspective

Livewire Exclusive

In Livewire's final podcast for 2017, Livewire's Co-Founder and Managing Director, Tom McKay, sits down with Niki Scevak, Partner and Co-founder of Blackbird Ventures, one of Australia's most successful VC firms. With a keen interest in public markets, and the teachings of Munger and Buffett, Niki provides a unique perspective... Show More

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‘Retail apocalypse’ more muted than many people might think

Magellan Asset Management Limited

Type relentless.com into a browser and where will you end up? At amazon.com. When Jeff Bezos established Amazon as an online bookseller in 1995 he toyed with calling his venture to dominate retail ‘Relentless’. Show More

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Could this factor be the best predictor of whether a company will survive or thrive in the post Amazon world?

Alison George

The launch of Amazon.com in Australia continues to occupy the attention of investors, and for good reason. Valuations for multiple stocks will continue to be adjusted as the market works through the longer term implications from entry of the online retailing behemoth. Show More

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Christmas bells? Retail rebounds

CommSec

Retail sales rose by 0.5% in October after climbing 0.1% in September – the strongest outcome in five months. The result was better than the 0.3% rise economists had been expecting. Show More

The Equities Drought in the USA

John Kimber

Low interest rates, growing earnings confidence, deconstruction of the nanny state, tax cuts, broad based gains in 7 out of 11 industry sectors and low inflation are all contributing, but the commentary has missed the most important contributor to another new high for the Dow. Show More

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Themes and stocks from the WAM Funds’ portfolios

Patrick Poke

At today’s WAM Funds presentation, Chief Investment Officer, Chris Stott, shared some of the key themes and holdings from their current portfolio. He covers their views on the Australian economy, mining services, and retail. He also discusses a company that hadn’t received a visit from an analyst in two years. Show More

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Jeff Bezos’ guide to life

Livewire News

This Techcrunch piece gives some candid insight into the man behind the Amazon behemoth currently launching right here in Australia. The highlights reel covers why he avoids multi-tasking, why he strives for ‘work-life-harmony’, and why he covets resourcefulness so highly. Show More

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