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Latest news and analysis on Longform

Isentia’s drop an overreaction

Roger Montgomery
Montgomery Investment Management

Two big themes from the WAM portfolio

ALQ
+1
Patrick Poke
A Rich Life

The biggest winner from rising rates

CPU
+1
Hugh Dive
Atlas Funds Management

Battery sector to drive major increase in graphite demand

+3
Canaccord Genuity
Canaccord Genuity
Stockbroker

The best strategy piece since the US election

Alex Cowie
Alex Cowie

Five small cap opportunities emerging right now

ALU
+3
Chris Prunty
QVG Capital

Global Fixed Income markets: a fragile balance

Tamar Hamlyn
Ardea Investment Management

Searching for Microcap & Nanocap Gems on the ASX

Mark Tobin
Coffee Microcaps

Interview with Warren Buffett: How to invest $47 billion in a day

Patrick Poke
A Rich Life

Weekly S&P 500 #ChartStorm - 20 Nov 2016

Callum Thomas
Topdown Charts

Agricultural Investment in Australia

IPL
NUF
+1
Hugh Dive
Atlas Funds Management

Politics, policy and market developments

UBS Asset Management
UBS Asset Management
UBS Asset Management

Global fund manager survey on portfolio shifts - Can you feel it

Marcus Tuck
Marcus Tuck
Mason Stevens

A turnaround with a near-term catalyst

Perpetual Equity Investment Company
Perpetual Asset Management (Australia)

Buy Hold Sell: Resources on a run

FMG
+2
Buy Hold Sell
Livewire Markets

Australian Housing: Bubble or Not?

Jonathan Rochford
Narrow Road Capital

Bell Potter LIC report: September Quarter

+35
Bell Potter
Stockbroker

Recognising investment risks

Auscap Asset Management
Auscap Asset Management

Why Tech IPO Hopefuls are Still Loving the ASX

NAOS Asset Management
NAOS Asset Management
NAOS

Cloud Computing - Threat or Opportunity for IT Powerhouses?

Warryn Robertson
Lazard Asset Management
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