Peter Lynch

Investment Theme
Alex Cowie

In little over a year since launching The Rules of Investing podcast, Patrick Poke has published 28 podcasts with Australia’s best fund managers, hitting the iTunes top 10 on multiple occasions, achieving episodes with over 6000 plays, and racking up a cumulative 5.2 years of listening time. After such a... Show More

Analysing value stocks requires a deep understanding of the underlying assets. In their responses, Nathan Bell from Peters MacGregor, Alex Shevelev from Forager Funds, and Matt Booker from Spheria Asset Management explain the importance of simplicity and a deep understanding, and share a value stock that ticks the boxes. Show More

Fidelity International

Not even the patronage of Donald Trump could spare Twitter’s share price yesterday as the company published its lacklustre quarterly results. Disappointing ad sales, management turnover and sluggish user growth weighed on the performance of the California-based company, with results coming in below consensus Wall Street estimates. The firm’s net... Show More

Patrick Poke

We’ve posted about the issue of sticking with your investment strategy before – see here: and here: But it’s a topic that’s worth revisiting. AQR Capital, manager of over US$170B has released a research paper on exactly this subject. They look at Berkshire Hathaway, PIMCO’s Total Return Fund... Show More

Patrick Poke

Another week of falls in equity markets, with the MSCI All-Country World Index and the ASX200 both having now fallen 20% from their highs last year. This marks the traditional definition of a bear market. These are the times that make or break an investor’s performance, so in that vein,... Show More