What Mattered Today

James Gerrish
James Gerrish Market Matters / Shaw and Partners

The tune has yet to change with the pattern of investors happy to bid up stocks fairly strongly in early trade, finally breaking the 6000 level, before some selling eventuated after North Korea announced its nuclear program is now complete and that its intercontinental ballistic missile could now reach the... 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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11 very different growth opportunities

Livewire Exclusive

Greencape is able to invest right across the market, and we had the chance to ask Jonathan Koh where the fund was seeing the best medium-term growth opportunities on the ASX today. In this short exclusive, Jonathan provides a brief overview on 11 stocks straddling all sectors and sizes. Show More

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Aussie tech stocks Versus Alphabet

Sam Granger
Sam Granger Totus Capital

There has been some recent commentary from a number of market participants suggesting that the US tech sector is “crowded” and “expensive”. In reality, the valuation of Alphabet compares very favourably to the Australian tech sector and the broader market. Show More

Buy Hold Sell: 5 big tech stocks

Buy Hold Sell
Buy Hold Sell Livewire

Successful tech stocks can build a business from stealing market share by outplaying incumbents. However, these disruptors can in time then become the disrupted. To test the outlook five big tech stocks, Roger Montgomery from The Montgomery fund and Neil Carter from IFM Investors, join Jeremy Hook from TMS Capital... Show More

First Impressions from reporting

Bell Potter
Bell Potter Stockbroker

In this daily reporting season update, we provide first impressions on key takeouts from companies reporting today, including Stockland (SGP), CSL (CSL), Woodside Petroleum (WPL), Computershare (CPU), Origin Energy (ORG), Seek (SEK), Dexus Property Group (DXS), Sonic Healthcare (SHL), Iluka Resources (ILU) and Westfield Corp (WFD) with links through to... Show More

5 megatrends we are investing in

Rob Tucker
Rob Tucker Chester High Conviction Fund

We have used the megatrends framework as a template for several years, simply as a way of formulating a framework for how we start filtering down the investible universe into stocks that we ultimately focus on. We revisit this every 6-12 months to assess where the opportunities are to find... Show More

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A homegrown global success story

Livewire Exclusive

James Abela, Portfolio Manager of The Fidelity Future Leaders Fund, explains what he looks for in Australian companies looking to grow offshore. He then provides a specific example of a company he thinks possesses all the traits he is looking for. Show More


Generating investing ideas in a tough market

Livewire Exclusive

Investors have been questioning how to approach the market, given lofty valuations and elevated risk. With this backdrop, Livewire posed some questions on this issue to Steve Johnson, Tim Kelley, and Alex Pollak, starting with: “What channels generated your best investment ideas in the last 12 months, and what themes... Show More


When You See Value It Smacks You Right In The Face

Ron Shamgar
Ron Shamgar TBF Small Cap Value Growth Fund

In the wonderful world of value investing, we sometimes come across businesses with incredible economics. As we dig further and read through the financial reports of these companies, we sometimes feel as if value emerges from the pages and smacks us right in the face. In this article we will... Show More


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The attributes of a global leader

Livewire Exclusive

New global leaders don’t come up very often, so identifying them relatively early can have a huge effect on a portfolio. The iPhone came out ten years ago, and investors that bought Apple in 2007 are now sitting on a ~1000% return before dividends. So, how do you get one... Show More

Three ASX stocks competing globally

Hyperion Asset Management

Livewire reached out to Hyperion on the topic of global investing. We discuss three ASX-listed stocks in our responses to the questions, which included: Which major global investing theme could impact Australian investors, discuss a company with a sustainable competitive advantage, and how do Australian companies become global leaders? Read... Show More

Still got the learning bug

Morgans Financial Limited

Just months after shutting down its education broking business, SEEK (SEK) has upped the ante on education again, taking majority ownership of Online Education Services (OES). SEEK's decision to go deeper into tertiary education reflects a deeply ingrained view in SEEK management that the opportunity in education is as big... Show More

seek ASX:SEK Online education services

SEEK - First Impressions from Reporting

Bell Potter
Bell Potter Stockbroker

SEEK (SEK): Divisional Performance: ANZ Employment revenue up 13% to $171.3m and EBITDA up 10% to $97.2m; EBITDA margin 57% as compared to 58% in pcp; Seek International revenue up 4% to $308.5m and EBITDA down 3% to $97.5m, EBITDA margin 35%; Zhaopin revenue growth 23% EBITDA growth 20% and... Show More

ASX:SEK Longform February 2017 Reporting Season

Sunset Strip > Australian Market Trading Day Wrap

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Afternoon market report with the Australian market running out of steam into the weekend: Show More

Daily AGM Note, Thursday 24 November 2016

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Kym Sheehan The Executive Remuneration Reporter

A fiery AGM day today - and at Jervois Mining shareholders didn't wait until next week's AGM to spill the Board. First strikes at Capitol Health, Carpentaria Exploration and RedHill Education. Second strike and Board Spill resolution passed at Ambertech; a second strike but no Board Spill at Cape Lambert... Show More

November 2016: Month ahead in AGMs

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Kym Sheehan The Executive Remuneration Reporter

You can find the main note at this link and from there you can reach the other notes. ASX Listing Rule 10.17 resolutions to increase the non-executive director fee pool are one theme to look out for. I explain these resolutions in this note and while many companies... Show More

Digital disruption is obliterating the online ad market

Fidelity International
Fidelity International Fund Manager

Of the top 100 brands in the world, 90% now have an Instagram account and the company is forecast to achieve mobile advertising revenues of nearly $3BN in 2017 (Source: Brandwatch). In this video Alva Devoy, Investment Director at Fidelity International discusses the trend of digital disruption, showing how Estee... Show More

ASX:CRZ ASX:REA ASX:SEK 21st Century Themes

3 stand-out themes from August '16

Livewire Exclusive

Reporting season drew to a close last week. With many stocks trading at elevated PE ratios, expectations were high for low-volatility and growth stocks alike. Punishment has been severe for those who didn’t deliver; Blackmores dropped 20% in a day after reporting, and has since fallen a further 7.5% near... Show More

ASX:SEK ASX:TWE Longform August 2016 Reporting Season

First Impression: Seek-SEK FY16 Result

Bell Potter
Bell Potter Stockbroker

Divisional Performance: ANZ Employment revenue up 15% to $313.1m, EBITDA up 15% to $177.8m; Seek International revenue up 18% to $592.3m and EBITDA up 17% to $193.1m (Key International assets EBITDA growth: Zhaopin up 19%, Brazil Online down 22% and Asia up 54%.); Seek Education revenue down 48% to $42.1m... Show More