Stock picks

Conviction can be infectious. Engaging someone who is genuinely passionate about markets, has the courage to plant their feet, and the commitment to follow through...

“I remember the $0.05 hamburger and a $0.40-per-hour minimum wage, so I’ve seen a tremendous amount of inflation in my lifetime. Did it ruin the investment climate? I...

What would cause you to no longer use the products or services of a company? A drop-off in quality? Poor service or support? A new, more compelling offering from a...

Just because the macro environment is changing quickly, that doesn’t mean you have to turn your portfolio over regularly. Not if you have a long-term...

Funds management requires balance, between process and independent thinking. These two dimensions are not particularly compatible on the face of it but, if done...

Throughout the history of financial markets, there has been a tendency to overcomplicate things. Adding alpha is difficult, so therefore we must need ever more...

When equity markets go sideways, you often hear the expression that it is a ‘stockpickers market’. The insinuation is that if you know how to identify high-quality...

In late 2020, as COVID took hold, crypto took off, and markets everywhere seemed to decide, as one, that the only way was up, a new generation of retail investors...

If you missed it, we recently released the fundies’ #1 stock picks for 2022, and it’s the biggest and best one yet. This year we have 18 stock picks from a massive...

Marcus Today recently launched something he calls the FUFU Portfolio, which complements the ETF or “Really Boring Portfolio” (RBP), writes Marcus Padley. The FUFU...

If the markets were going to close for the next five years, starting from tomorrow, and you could only own shares in one stock, what would it be?  It's always a...

In a previous Livewire video wire we introduced the idea of a "one stock portfolio". This story is about a Marcus Today member who took it literally and turned...

Last November, Livewire readers were given a once-off glimpse into one of the most prestigious stock tipping competitions in the country. Unlike many of these...

If you were told that tomorrow the market would close for five years and you could only own shares in one company, which company would you choose? It's a challenging...

There are some trades that so fill us with joy we become like a proud parent championing their children's sporting achievements, talking the ear off family and...

The temptation to buy and sell stocks can be overwhelming during periods of market turmoil, as we’ve seen since COVID hit Australia’s shores in February. But Prime...

The digital transformation of the enterprise is a long-term trend which is now accelerating as a direct consequence of the COVID-19 pandemic. Privileged business...

The conventional wisdom today is that Facebook is a mature behemoth that is under intensifying risk of being penalised in a multitude of possible ways by regulators. ...

It is no secret that healthcare expenditure in the United States is an outlier compared to other similar countries. And, similar to much of the rest of the developed...

In a world of uncertainty several of our investors have asked for our broader thoughts. Though we suspect that no sooner that we make public our views the world will...