The biggest opportunity for the next 30 years
Over the last 30 years, the financialisation of the world, combined with falling bond yields, has created amazing returns for investors positioned to benefit. Peter...
Profiting and protecting from investor psychology
People often ask Steve Johnson, ‘what’s your edge? What do you do differently that allows you to outperform?’ His answer is straightforward: “we don’t have a big team,...
If things change… You have to change quickly too
Sitting on a >450% gain in under 20 months from one of their positions, Monash Investors not just sold out, but sold short. Simon Shields told the Livewire Live...
One rally underway, and another one brewing
Miners and Banks are the two dominant sectors on the ASX. For the last few years, the miners have done the heavy lifting, and while they are a long way from former...
One of the most attractive stocks in the microcap universe
They say the only safe way to double your money is to fold a bank note and put it back in your pocket. The next best thing may be to find high-quality microcap...
Two standout presentations from Livewire Live
This year’s Livewire Live wrapped up last night, and as with the previous three events, there were some amazing insights and lessons for all investors, regardless of...