value investing

Latest news and analysis on value investing

Equities

The Magnificent Seven can’t carry the market forever

Market concentration is soaring and Big Tech rules the stage. But behind the glare, another corner of the market is quietly stirring.
John Goetz
Pzena Investment Management
Equities

Collins St nailed the gold call 3 years ago. Here's 10 stocks it likes right now

From record gold to AI disruption, Michael Goldberg explains why slow, patient value investing still works in a noisy macro world.
ATR
+6
Chris Conway
Livewire Markets
Equities

The shift toward scarcity: a playbook for a new era of investing

In an era of higher costs and constraints, opportunity favours strong balance sheets, real assets, and dependable cash flows.
Chad Padowitz
Talaria Asset Management
Investment Theme

‘Factor-in’ the right investment outcomes

Why investors are turning to factor-based ETFs to capture active-style returns with passive-style fees, transparency and ease.
Russel Chesler
VanEck
Funds

Patience pays bigger dividends

Patience, conviction, and research define Ryder Capital’s first decade. Proof that long-term thinking turns value into performance.
FWD
+1
Lauren De Zilva
Ryder Capital
Equities

Value investing is dead. Long live value investing!

With markets booming, many are (again) writing obituaries to value investing. Could this be positive for the country's bargain hunters?
Andrew Legget
Livewire Markets
Equities

Auscap’s case for active investing and where they’re finding value

There are times where passive investing works but, according to Auscap, the current breakdown of the Australian market isn’t it.
IEL
+3
Andrew Legget
Livewire Markets
Equities

Aussie large-cap valuations? "They're nuts"

With valuation multiples of Aussie large caps similar to Nvidia, Allan Gray's, Simon Mawhinney, is looking for value elsewhere.
ANN
GMG
+4
Andrew Legget
Livewire Markets
Equities

4 top ASX 200 turnaround candidates picked by 3 fundies

ASX value scavengers Medallion, Centennial and Elston reveal four turnaround plays they’re backing to rise from peak pessimism.
AMP
CSL
WOR
+1
Vishal Teckchandani
Livewire Markets
Livewire Live

High conviction: What we’re backing for the long term

The Australian market might look expensive, but that doesn’t mean there aren’t opportunities say two of Australia’s leading fund managers.
ANN
+9
Andrew Legget
Livewire Markets
Livewire Live

The 5 "high conviction" ASX stocks two expert investors are backing for the long term

With ASX large caps looking expensive by most investing measures, is value investing dead? “No”, say these two expert investors.
ANN
+5
Carl Capolingua
Livewire Markets
Equities

ASX 200 flashes “overvalued” warning as key market indicator crosses danger level

A closely watched institutional indicator is flashing a warning that stocks are expensive. We investigate whether you should be worried.
Carl Capolingua
Livewire Markets
Equities

Why quality matters even more when markets are fully priced

Claremont Global's Bob Desmond is staying disciplined as markets chase momentum, betting quality businesses will win the long game.
Chris Conway
Livewire Markets
Funds

Value investing isn’t dead, you’re just doing it wrong

Legendary value investor Rich Pzena shares the mindset and math behind buying great businesses when no one else wants them.
Chris Conway
Livewire Markets
Buy Hold Sell

Buy Hold Sell: Is there any value left on the ASX? (2 big buys revealed)

With the index near record highs, Dougal Maple-Brown and Hamish FitzSimons go bargain hunting.
IPH
+2
Buy Hold Sell
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 5 ASX names with strong balance sheets (and 2 big buys)

Hamish FitzSimons and Dougal Maple-Brown apply their respective lenses to 5 ASX stocks with strong balance sheets.
BXB
REA
+4
Buy Hold Sell
Livewire Markets
Education

Naysayers are wrong: You CAN emulate Warren Buffett

Critics misconstrue Buffett and Berkshire. Using his words and its data, I show that you can develop what he and his followers practice.
Chris Leithner
Leithner & Company Ltd
Education

The one big secret to Warren Buffett’s success that rarely gets a mention

There's an under-discussed reason you'll never compare to Buffett - he's really old and been doing this a lot longer than you can
Tom Stelzer
Livewire Markets
Equities

How adding salt to our portfolio is creating long-term value

Despite offering a projected 33% fully franked dividend yield for 60+ years, this ASX-listed, tier-one asset remains overlooked by investors
BCI
Lauren De Zilva
Ryder Capital
Equities

Are these 13 "High Quality" stocks the perfect ASX portfolio?

We check out a major investment bank's list of 13 top quality, highly rated stocks. Could they constitute the perfect ASX portfolio?
AX1
COL
+10
Carl Capolingua
Livewire Markets
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