australian equities

“Occasionally Berkshire gets a chance to do something. It’s not because we’re smarter. … we’re sane. That’s the main requirement in this business” - Warren Buffett ...

It may have been the federal election that captured the spotlight at home over the past several weeks. For investors, it will be the other E word that will become...

Founded by Adrian Ezquerro and Jonathan Wilson, Elvest Co is a boutique investment manager specialising in small cap Australian equities.  Independently owned and...

Stocks go up, stocks go down. And whoever observes share markets on a daily basis fully well knows there are all kinds of variations in between. One thing remains,...

Well, well, well. We have seen an absolute bloodbath to start 2022 - and it doesn't look to be stopping anytime soon. The S&P 500 has fallen nearly 16% year to date,...

For many years, the ticker for dental group 1300 Smiles appeared in one of my ‘highly profitable’ stock watchlists. Checking this watchlist is no longer the same, as...

The value investment style has faced material performance headwinds for a prolonged period, as evidenced in the long run of relative underperformance of Value-style...

An interesting session for the ASX with the futures indicating an open down ~100 points, however, that was short-lived with some large volume through the SPI...

A garden variety share market in 2022? No chance. But the weirdest anomaly is in stockbrokers' recommendations. As of the end of April, total ratings among the seven...

It's not often you get an inside look at the minds of three of Australia's most notable investors, nor learn about where they are finding opportunities amid the...

Long-term investing success depends on how you go at it, and how you stay at it. It involves a strategic framework and a philosophy, the setting of limits, and...

In the AFR I write that in December and early January this column repeatedly warned investors to prepare their portfolios for an interest rate shock that would force...

Sometimes it's what we cannot see that is most important. Now that global equity indices have staged a strong comeback rally throughout March, a lot of head scratching...

Tim Carleton of Value-focused fund manager Auscap Asset Management believes now is the time to buy Aussie stocks. “I think you want to be as overweight Australia as...

Jerome Powell's re-election as Federal Reserve chair late last year was a relief to investors, but a few short months later his credibility is now on the line. As...

With four months until the next Australian corporate earnings season, having not long ago finished reading half-year reports, it might seem too soon to start...

Global leader in gaming content and technology Aristocrat Leisure (ASX: ALL) has suffered a savage sell-off since November. The share price has dropped around 25% as...

While EPS beats were slightly ahead of misses this reporting season, abrdn's Michelle Lopez is increasingly more cautious on the outlook. In this wire, she outlines...

For the runners, cyclists or outdoor sportspeople within our readership, a handful of circumstances will almost always result in a proverbial groan: headwinds. That...

In late January, we recommended trimming equity risk and adopted overweight position in cash. The risks flagged have intensified in February. Inflation has been...