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ASX Live Blog
Market Wraps
global investment
Latest news and analysis on global investment
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
Macro
June 07, 2018 16:00
Globalization Demands a Different Investment Approach
The notion of global investing is not what it used to be just 10 years ago. Rapid advancements in technology, free trade agreements and the rise of multinationals in...
Paul Hennessy
Capital Group
June 07, 2018 16:00
May 30, 2018 15:20
Book Number 1 - The Education of a Value Investor by Guy Spier
Lachlan Hughes
Swell Asset Management
May 30, 2018 15:20
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May 29, 2018 10:38
Book Number 2 - Seeking Wisdom from Darwin to Munger by Peter Bevelin
Lachlan Hughes
Swell Asset Management
May 29, 2018 10:38
May 25, 2018 07:30
Book Number 3 - Margin of Safety by Seth Klarman (Revised May 18)
Lachlan Hughes
Swell Asset Management
May 25, 2018 07:30
May 24, 2018 09:59
Book Number 4 – The Most Important Thing by Howard Marks (Revised May 18)
Howard Marks is the Chairman and Founder of Oaktree Capital Management, an investment firm managing over $120B. This is not a how to invest book and you will not find...
Lachlan Hughes
Swell Asset Management
May 24, 2018 09:59
May 21, 2018 10:58
Book Number 7 – The Great Crash 1929 by John K. Galbraith (Revised May 18)
Lachlan Hughes
Swell Asset Management
May 21, 2018 10:58
May 18, 2018 08:43
Book Number 8 – Common Stocks & Uncommon Profits by Philip A. Fisher (Revised May 18)
Lachlan Hughes
Swell Asset Management
May 18, 2018 08:43
Investment Theme
May 16, 2018 09:50
Book Number 10 - You Can Be a Stock Market Genius by Joel Greenblatt of Gotham Capital (Revised May 18)
Over the next ten days, I will review and post my top 10 investing books of all time - starting with number 10. I hope you enjoy the reviews and they provide you with...
Lachlan Hughes
Swell Asset Management
May 16, 2018 09:50
May 10, 2018 15:36
Finding value in IPOs and Spinoffs
Peters MacGregor Capital Management
Peters MacGregor Capital Management
May 10, 2018 15:36
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