value investing

Global growth stocks enjoyed a golden period in recent years. This continued throughout the pandemic as lifestyles (and spending habits) quickly adjusted to new ways...

Who said value investing means crappy businesses? It’s something we’ve pondered off the back of some questions around our own style. In this episode of Stocks Neat,...

There’s a lot of talk of recessions at the moment – and that’s saying something, given Australia is not in a recession (at least at this stage). In fact, it isn’t even...

Only six months ago, John Tobin, Managing Director and Portfolio Manager at Epoch Investment Partners, would have suggested the market outlook was fairly...

Tech stocks have borne the brunt of the recent sell off in equity markets. And while the Nasdaq is firmly in bear market territory, unprofitable tech stocks have been...

One of the current raging debates in the market is whether one should invest in Growth or Value. There is no set delineation of Growth or Value, but the generally...

In this episode of the Stocks Neat podcast, I am joined by whisky-naysayer (and Senior Analyst at Forager Funds) Chloe Stokes to discuss the bid for Twitter, social...

When a good story trumps rationality Despite our best efforts, human nature dictates that in life and in investing we often find ourselves making irrational...

While Forager may love an undiscovered winner, it also prizes larger, lower-risk businesses to help balance portfolios with liquidity and diversification. In this...

It is impossible to ignore the trend towards electrification in society, says Datt Capital's Emanuel Datt. So in this wire, he identifies three core commodities that...