The conclusion of our December 2016 Livewire article read... “Such would suggest that the 2015 peak valuations in the Australian banking sector could indeed have marked the top of a multi-decade cycle for Australian banks. The latent risks confronting Australia’s banks appear significant, suggesting a high likelihood that in the... Show More
We’ve been making our case on Livewire for investing in oil-related stocks since 2015. It’s been an arduous journey that dates back to 2013, but with the recent oil price strength, Livewire got in touch to get our updated thoughts on the sector. Show More
Online automotive advertising portals, Autohome – featured in a Livewire piece in February 2017 – are a part of a broader investment thematic at PM Capital which has focused on online classified advertising businesses across the Asia region. With Autohome more than doubling since then we wrote about it, Livewire... Show More
This time last year we wrote a piece on Livewire calling a short-term top for resources, targeting a correction of around 10% before we became buyers once again, which you can see here. As it turned out, resources did retreat by a little over 10% affording us an attractive buying... Show More
This time last year, I published an article on Livewire called ‘What Peter Lynch taught me about Facebook’. Here, I made a warning call on the data privacy issues Facebook is facing today. Livewire has since got in touch with us to discuss: what the next 12 months looks like... Show More
There's a saying that investors should never try to catch a falling safe. To elaborate on that phrase, we like to let the safe hit the ground, see a few dollars fall out, and then walk up and collect a portion of the loot. Show More
This time last year we published an article on Livewire called ‘Screening for low-risk equity investments’. Of the seven stocks we discussed, most did well, with an average gain of 90% across them. Livewire got in touch and asked us to reflect on the original research, and reapply the strategy... Show More
This time last year we wrote on Livewire that inflation and volatility charts were the ones we were watching most closely. Following the recent surge in both measures, Livewire got in touch to ask what we expect from here, and what investors can do about it. Show More
