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How to avoid missing 98% of opportunities

Lachlan Hughes

At around $1.9 trillion Australian dollars, the Australian equity market is a minnow by global standards. It represents roughly 2% of global equity markets. Said another way, by only owning Australian shares, you are missing 98% of the world's investment opportunities. Show More

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Facebook set to double its market share

Magellan Asset Management

The digital platforms Facebook and Google are transforming advertising because they have surmounted that perennial marketing problem whereby much of the money spent on marketing failed to reach likely prospects. The numbers surrounding Facebook’s advertising reach are huge. The platform has 2.4 billion users, about two-thirds of who log in... Show More

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The outlook for tech stocks after reporting season

PM Capital

As we’ve reached the end of the first quarter calls in the US, we can take a snapshot of the tech sector and see what it may tell us about the future. Earnings reported by technology companies across a range of subsectors have been good. In the internet space, both... Show More

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There’s a snail in my bottle!

Sinclair Currie

In Paisley 80 years ago, a woman became ill after being served ginger beer from a bottle containing a decomposing snail. The ensuing claim for damages resulted in a lengthy legal process resulting in success for the claimant. This precedent created a legal risk associated with poor quality service and... Show More

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FAANGs still looking sharp

Marcus Tuck

The FAANG stocks (Facebook, Amazon, Apple, Netflix and Google/Alphabet) led the market up and participated in the recent correction. Their latest profit reports are an important guide to the sustainability of the tech sector's rise. Here we argue that on a Price Earnings Growth basis, they still look sharp. Show More

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Was the 'F' of the FANGs priced for perfection’?

Nick Kirrage

Facebook’s high-profile woes over its collection, storage and use of personal data are a vivid illustration of the extra risk investors take on with any stock that is ‘priced for perfection’. Show More

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Looking at the bigger picture

Magellan Asset Management

Four years ago, Microsoft became our largest holding. We bought it for US$28 a share, at a time when Steve Ballmer's rule was ending and people thought the Windows business would disappear. Windows wasn't about to disappear. With the Office software, Microsoft probably had the best applications business in the... Show More

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The Rules of Investing: The Age of Longevity

Livewire Exclusive

This week we have our first overseas guest on The Rules of Investing, Jim Mellon. Jim is a billionaire investor, speaker, and co-author of 'Juvenescence: Investing in the Age of Longevity.' Show More

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How to destroy a competitive moat

Steve Johnson

Too many companies are milking, not nurturing, their competitive advantage. That might help this year’s profits, but the long term impact can be damaging. Show More

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The next 12 months for Facebook

Amit Lodha

This time last year, I published an article on Livewire called ‘What Peter Lynch taught me about Facebook’. Here, I made a warning call on the data privacy issues Facebook is facing today. Livewire has since got in touch with us to discuss: what the next 12 months looks like... Show More

Podcast: The Facebook episode

Peters MacGregor Capital Management

In the fourth episode of the Peters MacGregor Global Investing Podcast, Nathan Bell, Head of Research, and Trevor Scott, Senior Investment Analyst, discuss the bull and bear case for Facebook following the Cambridge Analytica data leak scandal. Show More

Sectors and stocks on our radar right now

Chris Stott

Expectations of accelerated interest rate rises sent equity markets into a tailspin in February, impacting the first quarter and setting the tone for the calendar year. The good news is that it’s not all doom and gloom and investors can look to the media and retail sectors for opportunities over... Show More

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How to survive and prosper in bumpy markets

Livewire Exclusive

Three of Australia’s leading fund managers explain how they are approaching investing at this late stage of the cycle. Our panellists discuss whether we’re already in a correction, their number one concern in today’s market, and they each share a stock idea from their part of the market. Show More

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Is Facebook still a buy?

Kevin Hua

Social media powerhouse Facebook has been embroiled in yet another data breach scandal involving the unauthorised release of data from over 50 million Facebook user accounts. British data analytics firm Cambridge Analytica, best known for assisting the 2016 presidential campaign of U.S. President Donald Trump, is at the centre of... Show More

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You can run, but you can’t hide

Magellan Asset Management

Strava is an app that styles itself as “the social network for those that strive”. Runners, cyclists and others use the app to track, share and compare their exertions and even determine a ‘Suffer Score’. Show More

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Podcast: Will JD.com dethrone Amazon?

Peters MacGregor Capital Management

In the second episode of Peters MacGregor Global Investing Podcast, join Wayne Peters, Chief Investment Officer, and Alex Haynes, Head of Distribution, as they turn their attention to Chinese technology giants Baidu, Tencent and JD.com to discuss the markets they operate in and how these businesses stack up against US... Show More

Fragmenting Social Media and Facebook’s Withering Popularity

Steve Johnson

Fair enough. I haven’t used it for years. And I don’t like it. Which means I’m predisposed to seeing signs of decline when they don’t exist. But Facebook’s latest results at least give me some evidence to work with. Show More

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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

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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Why do we own Facebook?

Andrew Macken

At Montgomery Global, we believe the online technology platform is a special business model that, if successful, will deliver owners supernormal returns for a long period of time. As positive network effects compound the value of the platform’s ecosystem for all users, the ecosystem grows, and with it does the... Show More

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