value investing

In the latest episode of Stocks Neat, Forager’s Steve Johnson and Gareth Brown answer the age-old question: is whisky really a worthwhile investment? Joined later by...

That an article discussing the benefits of aligned interests should even need to be written deeply concerns and somewhat surprises me. Nevertheless, it's clear from...

The PE expansion surge that has been driving equities is over, says Epoch's John Tobin. In this wire, Livewire's Ally Selby outlines some of the key points from...

One month in to 2022 and when it comes to global equities, some of the best performers of 2021 have been some of the worst performers of the year so far. Quite simply,...

As we approach year-end, we’re revisiting the impact of corporate activity on our holdings and seeing vindication for our value investing stance. Value investing has...

Microcaps are a big universe and screening tools help you sort through it, but they're blunt tools on their own. Luke Winchester from Merewether Capital believes that...

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...