growth investing

Rising rates hurt investors; claims on profits in the future are simply worth less if you discount them at a higher rate. As growth stocks deliver their cash flows...

Who said value investing means crappy businesses? It’s something we’ve pondered off the back of some questions around our own style. In this episode of Stocks Neat,...

China is facing widespread droughts, emulating the recent heatwaves and crises experienced across Europe – the threat of these droughts is far reaching for...

What do you call a company that, when it surprises the market with very strong free cash flow, sees its stock crash 30 percent? Amazon! In its first-quarter earnings...

One of the current raging debates in the market is whether one should invest in Growth or Value. There is no set delineation of Growth or Value, but the generally...

“Necessity is the mother of invention” is a timeless proverb that originated thousands of years ago in ancient Greece by the philosopher Plato. Yet it remains...

In his excellent book, ‘Range. Why Generalists Triumph in a Generalist World’, David Epstein tells the story of the figlie del coro, literally, ‘daughters of the...

In times of extreme market volatility, it can be useful to refer back to the prominent former mutual fund manager Peter Lynch, who observed that the secret to making...

Investors are well aware that equity markets have commenced 2022 with severe volatility and big price declines. Russia’s brutal invasion of Ukraine and economic...

Investors have been promised an elixir of big returns and low volatility. But the truth is, to achieve outstanding long-term returns, you must be prepared to endure...

Most investors are aware that artificial intelligence, or AI, is an important technological transformation. Yet many still underestimate the sheer power of this...

Lovisa is an attractive growth story with a global store rollout opportunity. Lovisa’s vertically integrated business model underpins their high gross margins,...

The strong returns delivered by private equity are well documented. As a practitioner, I wanted to provide perspectives on why this might be the case: a first-hand...

This episode of Success and More Interesting Stuff features high-profile fund manager Geoff Wilson, my former boss and colleague. I went to work for him in the...

Microcaps are a big universe and screening tools help you sort through it, but they're blunt tools on their own. Luke Winchester from Merewether Capital believes that...

Making profits is better than bleeding cash, obviously. But as a microcap investor, Merewether Capital founder Luke Winchester takes a more nuanced view. For young...

The lightning bolt of Afterpay might never strike again, but that shouldn't stop investors from seeking less dramatic multi-bagger businesses, says Merewether Capital...

Growth stocks have driven global equity markets higher over the past few years, but greater volatility in early 2021 may suggest that growth investors face a more...

Companies that are sitting in Australia with offshore earnings can be quite interesting in terms of investment potential. It might surprise people, but over 40% of the...

My previous article described why, with stocks down, fundamentals up, and mass institutional selling, now was the time to allocate to growth. In this article, I'll...