this time last year

After listing on the ASX in 1999, Altium (ALU) suffered for more than a decade as a relatively unknown and unloved microcap. Around the end of 2012, armed with a new...

Xero (XRO) looks set to become one of New Zealand’s great success stories. And like Phar Lap, Lorde, and other great Kiwi exports, we Australians seem set on claiming...

Anyone who’s followed the writings of the team at Montgomery Investment Management over the years would’ve noticed that for a long time the firm was decidedly negative...

(Ed note: first published Jan 8th 2020). The last quarter of 2018 was a bloodbath for markets, with much of the carnage taking place during 'Red October'. While many...

Back in 2017, we outlined the case for an Australian recession based on a retrenchment of household spending brought about by a negative wealth effect. At the time the...

This time last year, I presented the case that there was hidden value in IMF which would be realised as the company generated strong returns from cases in which it had...

This time last year, I warned investors that there were good reasons to consider lightening exposure to equities. Equity markets experienced a significant sell-off in...

This time last year, we published several articles on Livewire (including this one) outlining some of our thinking on Telstra (TLS), and in particular highlighting an...

Following their large earnings downgrade last year, I penned a wire titled 'Telstra – Trap or Treasure'. We bought Telstra around $2.77 shortly after and enjoyed a...

This time last year, I wrote about Credit Corp's then just-released full year results, saying the market was not giving the company the credit it's due. Credit Corp...

In June last year, we wrote that Lifestyle Communities (LIC) was a sound long-term investment. With the stock having returned 16.7% since publishing, Livewire got in...

This Time Last Year I wrote an article titled The most (and the least) profitable companies on the ASX200. The article was written in response to reading several...

In a wire I published with Livewire on the 6th March 2018, ‘Don't buy value just for value's sake’, we outlined as our top pick a company called IDP Education (ASX:...

In early 2018 I wrote on Livewire that the year ahead would be a mixed bag for housing, as tightness in markets like Hobart contrasted the negative outlook for Sydney,...

The housing market has taken a nosedive this year. And furniture retailer Nick Scali (NCK), our short pick for Livewire last December is feeling the heat. The stock...

This time last year, I was nominated to put forward my best stock idea at the Future Generation Investment Forum. The stock I chose was HRL Holdings. At the time...

A year ago, the property boom was showing signs of fading and we expected property prices to fall in Sydney and Melbourne by around 5-10%. Home prices were overvalued,...

The problem with the entire residential narrative is that it is based on short-term perspectives. Taking a long-term view, house price growth over the last six years...

A year ago we wrote an article about ‘5 CEOs Who Tick All the Boxes’ based on the ASX listed CEOs who we thought showed similarities to Tom Murphy. For those...