value investing

Making profits is better than bleeding cash, obviously. But as a microcap investor, Merewether Capital founder Luke Winchester takes a more nuanced view. For young...

The lightning bolt of Afterpay might never strike again, but that shouldn't stop investors from seeking less dramatic multi-bagger businesses, says Merewether Capital...

Perception is Reality You may recall in Amazon, the Organism, I wrote about the three elements needed for motion: Intention, Energy and Autonomy. Here, the motion we...

Brad Potter, Head of Equities at Tyndall, learned some of his biggest investing lessons in the Great Sandy Desert and The Pilbara. Before embarking on a career in...

In a previous wire, Lucerne’s Anthony Murphy and Michael Houghton warned that rising inflation and a reversal of excessive valuations could take the steam out of risk...

We have a relatively sanguine outlook on inflation, as discussed in “Part 1: Inflation – Tall Tales and True Causes.” Perhaps you don’t share our view. Or perhaps like...

A traditional approach to value investing can rely on owning low-multiple stocks expecting mean reversion to generate long-term alpha. In our view, this is a flawed...

Every generation of value manager can expect to read the obituary of their investment style at some point in their career. Over the past decade or so, this has...

Value investing and contrarian investing are intrinsically related. Value investing seeks to identify good quality companies that are trading cheaply. To achieve that...

A degree in aeronautical engineering is surely the most unconventional route for a career in funds management but it's a route that has greatly assisted Nick Kirrage,...