investing

Amazon vs. Dollar General

Pengana Capital

The assumption that Amazon would sweep away all retailers that stand before it resulted in many US retailers being sold down. This hysteria created some interesting opportunities in the retail segment, one of which is Dollar General. Show More

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

investing funds management global investing active investing

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Finding value in IPOs and Spinoffs

Peters MacGregor Capital Management

Join Nathan Bell, Head of Research, and Alex Haynes, Head of Distribution, as they explore the huge rewards and pitfalls of investing in IPOs and spinoffs. Show More

The voting machine and the weighing machine

Tim Carleton

“In the short run the market is a voting machine but in the long run it is a weighing machine.” Show More

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Podcast: The Facebook episode

Peters MacGregor Capital Management

In the fourth episode of the Peters MacGregor Global Investing Podcast, Nathan Bell, Head of Research, and Trevor Scott, Senior Investment Analyst, discuss the bull and bear case for Facebook following the Cambridge Analytica data leak scandal. Show More

Amazon – more than a global retail player

Peters MacGregor Capital Management

A well-researched and dynamic stock watch list is the bedrock of a good investment strategy that delivers value over the long-term. This holds true for professional and individual investors. Show More

What does outstanding stock picking look like?

Tim Kelley

Most investors would be familiar with the sorts of returns a successful stock-picker might aim to produce. Often, a fund will have an explicit target of beating the market by an amount of, say, 5 per cent per annum over rolling 5-year periods. It is interesting then to think about... Show More

investing stocks

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

investing performance

Montgomery Global’s 4 steps to investing

Andrew Macken

In this short video I discuss Montgomery Global’s four-step investing process by reviewing a core holding in our global portfolios. If you are interested in the four-steps, watch the short video here. Show More

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A world of opportunity

Nathan Bell

After eight years of falling interest rates and quantitative easing, most investors are wondering how long before the next great fall and when it will happen, mostly so they can dump their shares and avoid the pain suffered during the GFC. Show More

Uber: The network effect, in reverse

Alex Pollak

Do not expect Uber to right itself now that CEO Travis Kalanick has “resigned.” The company’s problems run far deeper, and the story has far from played out. Show More

investing disruption ASX:WOW SMSFs

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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Where to invest in 2017 (for 2037)

Ben Heap

Investing in Australia has been relatively straight forward for the past thirty years - buy domestic banks and property - however, this investment strategy is in its twilight. The challenge for investors, and indeed for the Australian economy itself, is to invest for the future rather than the past. More... 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

What is the difference between a technology investment and a disruptive one?

Alex Pollak

Investors always assume that disruptive businesses are technology businesses. Amazon started as a constituent of the technology sector, but is now part of S&P consumer discretionary, along with Toyota, Home Depot, McDonalds and Disney. Show More

investing technology smsf disruption

What Pokemon Go really means

Alex Pollak

Nintendo (Tokyo 7974) jumped another 17% today, hitting a high of 26,460 Yen per share, and has now doubled in two weeks. At this value, the company is worth US$34b. That is just a whisker less than Sony, and means that Nintendo’s value has increased by 3x the US$5.9b value... Show More

investing technology smsf disruption

Nanocap Play Hitech Group Australia HIT:ASX A Tech play from a different angle

Mark Tobin

Hitech Group Australia HIT:ASX Mkt Cap $11.5mil, SP 37c, No Debt, Est. Cash of $3.5mil, Est ex cash FY16 P/E 5.7, FY16 EPS Growth circa 20%, doesn't pay a dividend but franking credits available. Show More