buffett

John Garrett

Some of the worst monthly market returns in history have occurred in the month of October, and I’m sure it will come as no surprise to you to learn that this year’s was one of them. The ASX200 fell -6.1% in October, its worst monthly performance in almost four years.... Show More

Alex Cowie

Platinum Asset Management’s Founder Kerr Neilson is a fund manager who needs no introduction. Kerr recently sat down with Platinum's Julian McCormack to discuss timeless investment principles, the big issues today, and what he’s excited about ahead. We have prepared the following transcript for you, with a link to the... Show More

Education
Patrick Poke

We’ve heard a lot from investors around the world about late-cycle investing in recent times. The consensus tells us that the end of the bull market is not too far away, but not absolutely imminent. But what does the world’s greatest investor have to say on the matter? Show More

Mark Houghton

Short selling scares people. Many advisors categorise long/short strategies as ‘risky’ and they have support from the likes of Warren Buffett who describes it as dangerous and irritating. Our observations show long/short strategies do in fact give skillful managers a competitive advantage. Show More

Alex Cowie

In case reporting season kept you busy, we've summarised five top wires in February for you. Peter Quinton’s top ten picks for 2017, our fund manager earnings results review, and Buy Hold Sell with ‘Quality stocks on sale’ all deliver useful stock ideas. On big picture thinking, we bring you... Show More

Patrick Poke

Having just consumed Buffett’s most recent letter to Berkshire Hathaway investors, I thought I’d share some of the most interesting parts with Livewire readers. Buffett is clearly not familiar with the concept of ‘talking your own book’ (an industry term for unabashedly talking up one’s own investments), happily taking swipes... Show More

Patrick Poke

We’ve posted about the issue of sticking with your investment strategy before – see here: https://www.livewiremarkets.com/admin/wires/33581 and here: https://www.livewiremarkets.com/wires/33932 But it’s a topic that’s worth revisiting. AQR Capital, manager of over US$170B has released a research paper on exactly this subject. They look at Berkshire Hathaway, PIMCO’s Total Return Fund... Show More