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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
Kent Kwan AtlasTrend

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
Alison George Regnan

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
CommSec Online Stockbroker

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
John Kimber Independent Investment Research

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
Patrick Poke Livewire Markets

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
Livewire News Livewire

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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The 'Big Four' versus 'Big Tech'...

Damien Wood
Damien Wood Spectrum Asset Management

Small and medium-sized fintechs could struggle to compete with Australia’s large banks. However, the global tech giants could cause major problems for the banks - if they targeted wide spread general commercial banking. Show More

Why founders make the best investments

Livewire Exclusive

In this week’s Rules of Investing, I sit down with Craig McDonald, co-founder and CEO of Global Founders Funds Management. After successful careers at Goldman Sachs, Craig and his co-founder were inspired to GFFM when they came across research suggesting that founder-run businesses outperformed the broader market. This seems intuitive,... Show More

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Amazon: The disruptor of everything

Jordan Helton
Jordan Helton Aspiring Investment Analyst

Livewire recently teamed up with the University Network for Investing and Trading to hear investing ideas for some of Australia’s brightest university students. We asked students for their take on an important investing trend, and after reviewing many high-quality submissions, our editors determined the winner. We hope you enjoy the... Show More

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Taxation will be a big risk for FANGs

Amit Lodha
Amit Lodha Fidelity International

Risks often come from unexpected places. For global technology companies, the obvious risks might come from obsolescence and changing consumer preferences. We think it’s taxation that presents the biggest risk for the ‘FANGs’ stocks today. Show More

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Why we sold Amazon

Livewire Exclusive

Amazon has been a long-term holding in the Fidelity Global Equities Fund, but Portfolio Manager, Amit Lodha, says they’ve recently exited their position, citing three key reasons for the change. Amit shares his views in the video below. Show More

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Is the stock market in a bubble?

Jason Teh
Jason Teh Vertium Asset Management

It has been about 10 years since the Global Financial Crisis (GFC) began to unfold. Very few were prepared for the financial damage that ensued. And it has permanently impacted the psyche of many market pundits. Since then, there has been no shortage of bear market predictions and lately there... Show More

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This week in tech: Netflix, Amazon and flying taxis

Lachlan MacGregor
Lachlan MacGregor Alphinity Investment Management

Cable media stocks fell sharply after AT&T announced video subscriber losses, following Comcast and leading to $60 billion being wiped off their valuations. Investors love Netflix but competition is coming. Amazon may move into the $560bn prescription drug market. And more exciting technology developments in transport. Show More

Skamvougeras: 6 market insights for Livewire readers

Perpetual Limited
Perpetual Limited Fund Manager

Is Amazon a threat to Woolworths? Can active managers deliver value in large-cap shares? And where are the most defensive earnings on the ASX? Following our quarterly investor update, Perpetual's Head of Equities, Paul Skamvougeras, answered a range of questions from Livewire's editors on current market issues. Show More

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Investing in the future: Trends in technology

Livewire Exclusive

Attendees and digital pass subscribers were treated to a feast of information and analysis at Livewire Live this year, now it’s your turn. See three of Australia’s leading investors discuss the big issues in technology, both locally and globally in this exclusive panel session. Show More

Kogan potential beneficiary of Amazon arrival

Robert Frost
Robert Frost OC Funds Management

Kogan.com was a stand-out performer amid the doom and gloom of the retail space with several highlights from its inaugural full-year result as a listed company. Show More

Prices, policy, Amazon, and Thomas Hobbes – how are they connected and why should I care?

Robert Swift
Robert Swift TAMIM Asset Management

Capitalism works because companies are free to enter and leave businesses. Labour is also free to move from one activity to another. Returns on capital, human and physical, are then mean reverting in that more competition and capital enter attractive businesses and vice versa. The modern version involves government regulation... Show More

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