Equity market valuation

Is the stock market cheap or expensive?

Jason Teh
Jason Teh
Vertium Asset Management

Speculators are playing with fire; investors, don’t get burnt!

Chris Leithner
Chris Leithner
Leithner & Company Pty Ltd

Why high stock prices are here to stay

Glenn Freeman
Glenn Freeman
Livewire Markets

Value Investing. Why cheap isn't cheerful

Stephen Arnold
Stephen Arnold
Aoris Investment Management

PE Ratios are irrelevant: two erroneous metrics lead to an erroneous conclusion.

Will Simpson
Will Simpson
Blue Oceans Capital

A repeat of the GFC

Hue Frame
Hue Frame
Frame Funds Management

Rational Optimism or Irrational Exuberance?

Damien Klassen
Damien Klassen
Nucleus Wealth

Finding value, the marginal return on capital

Stuart Jackson
Stuart Jackson
Montgomery Investment Management

Risky Business - Calculating the US Equity Risk Premium

Marcus Tuck
Marcus Tuck
Mason Stevens