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Expert Insights
October 29, 2018 10:28
A wake-up call for tech investors
With investors factoring in exponential growth rates, Software as a Service (SaaS) firms have been trading on eye-watering multiples. However, Jacob Mitchell, Chief...
APL
Associate Global Partners Ltd
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APL
Associate Global Partners Ltd
ASX:APL
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October 29, 2018 10:28
Expert Insights
September 13, 2018 12:24
The biggest structural value trap
today
If you can find a cheap stock in this market, are you buying value or buying a value trap? In this video, Warryn Robertson, Portfolio Manager at Lazard Global Equity...
Livewire Exclusive
Livewire Markets
September 13, 2018 12:24
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August 03, 2018 06:30
Buy Hold Sell: 5 global disruptors – Facebook, Amazon, Tesla and more...
By definition, the largest companies by market cap are the most valued by investors in absolute terms. Over the past decade the composition of the world's most...
Buy Hold Sell
Livewire Markets
August 03, 2018 06:30
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June 13, 2018 12:20
How to avoid missing 98% of opportunities
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...
Lachlan Hughes
Swell Asset Management
June 13, 2018 12:20
May 23, 2018 07:00
Facebook set to double its market
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Future Generation Global Ltd
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Magellan Investment Partners
Magellan Investment Partners
May 23, 2018 07:00
May 08, 2018 11:38
The outlook for tech stocks after reporting season
PM Capital
PM Capital
May 08, 2018 11:38
May 08, 2018 08:15
There’s a snail in my bottle!
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NovaPort Capital
May 08, 2018 08:15
May 01, 2018 10:00
FAANGs still looking sharp
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...
Marcus Tuck
Mason Stevens
May 01, 2018 10:00
Investment Theme
April 24, 2018 09:30
Was the 'F' of the FANGs priced for perfection’?
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...
Nick Kirrage
Schroders
April 24, 2018 09:30
April 23, 2018 10:27
Looking at the bigger picture
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April 23, 2018 10:27
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