global investment

Latest news and analysis on global investment

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
Macro

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

Book Number 1 - The Education of a Value Investor by Guy Spier

Lachlan Hughes
Swell Asset Management

Book Number 2 - Seeking Wisdom from Darwin to Munger by Peter Bevelin

Lachlan Hughes
Swell Asset Management

Book Number 3 - Margin of Safety by Seth Klarman (Revised May 18)

Lachlan Hughes
Swell Asset Management

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

Book Number 7 – The Great Crash 1929 by John K. Galbraith (Revised May 18)

Lachlan Hughes
Swell Asset Management

Book Number 8 – Common Stocks & Uncommon Profits by Philip A. Fisher (Revised May 18)

Lachlan Hughes
Swell Asset Management
Investment Theme

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

Finding value in IPOs and Spinoffs

Peters MacGregor Capital Management
Peters MacGregor Capital Management
Peters MacGregor Capital Management
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