investing

Book Number 10 - You Can Be a Stock Market Genius by Joel Greenblatt of Gotham Capital (Revised May 18) 

Lachlan Hughes

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 some new perspectives that improve your investing. This book is a must read for any keen... Show More

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Podcast: How to navigate the volatile market

Peters MacGregor Capital Management

In the first episode of the Peters MacGregor Global Investing Podcast, Head of Research, Nathan Bell, and Senior Investment Analyst, Trevor Scott discuss recent market volatility and building a portfolio of high quality companies, such as NVR and Amazon, that will deliver value over the long-term regardless of short-term market... Show More

What drives investment performance?

Tim Kelley

We recently undertook an analysis to try to better understand the structure and behaviour of the equity market, with a view to identifying cause and effect relationships that drive investment performance. Firstly, we organised the equity market into industry clusters based on similarity of investment performance. This is similar in... Show More

100 Baggers Common Traits

Mark Tobin

For many investors that focus on small cap and microcap stocks, the dream is of finding a 10-bagger or even a 100-bagger stock. The little stock that turned into an absolute world beater, something akin to finding a McDonalds in the late 1960’s when it had roughly a 1,000 outlets... Show More

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Hedge fund bests Buffett

Christopher Joye

In The Australian Financial Review I argue that the best traders make money through consistent short-term investing rather than via irregular long-term bets given volatility and uncertainty scale with time and in this context reflect on the incredible net returns produced by the world's greatest investor, Renaissance Technologies, which have... Show More

The Australian Microcap & Nanocap Landscape

Mark Tobin

In this article I provide an overview of the The Australian Microcap & Nanocap landscape and look at some of the opportunities these companies present for investors portfolios. I review the diversification benefits they can bring to a portfolio not just in terms of market capitalisation but also sector diversification.... Show More

Blackwall Limited ASX:BWF A Microcap Property Play Update

Mark Tobin

5 months ago we highlighted Blackwall Property Funds https://www.livewiremarkets.com/wires/31224. It looked well funded, undervalued and with its "WOTSO Workspaces" shared office model in early phase development, BWF overall looked interesting. The "WOTSO Workspaces" has plenty of room to grow, in terms of both the offering itself versus conventional offerings and... Show More