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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 Limited

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 Limited

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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The Equities Drought in the USA

John Kimber

Low interest rates, growing earnings confidence, deconstruction of the nanny state, tax cuts, broad based gains in 7 out of 11 industry sectors and low inflation are all contributing, but the commentary has missed the most important contributor to another new high for the Dow. Show More

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Digital platforms confront fake news

Magellan Asset Management Limited

In 1995 – three years before Google was founded, nine years ahead of Facebook, a decade before YouTube and 11 years earlier than Twitter – a US court judged that internet-based Prodigy Services was akin to a publisher because the web-services company vetted and deleted inappropriate material from online message... Show More

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The 'Big Four' versus 'Big Tech'...

Damien Wood

Small and medium-sized fintechs could struggle to compete with Australia’s large banks. However, the global tech giants could cause major problems for the banks - if they targeted wide spread general commercial banking. 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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Taxation will be a big risk for FANGs

Amit Lodha

Risks often come from unexpected places. For global technology companies, the obvious risks might come from obsolescence and changing consumer preferences. We think it’s taxation that presents the biggest risk for the ‘FANGs’ stocks today. Show More

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