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Market Wraps
value investing
Latest news and analysis on value investing
Macro
March 29, 2018 10:42
Introduction to the adaptive markets hypothesis
The following is an extract from a note that was recently sent to investors in the Montaka Global Fund. The second best book that I read in 2017 was Professor Andrew...
MOGL
Montaka Global Fund - Active ETF
ASX:MOGL
Followed by
26
people
MOGL
Montaka Global Fund - Active ETF
ASX:MOGL
Followed by
26
people
Andrew Macken
Montaka Global Investments
March 29, 2018 10:42
March 08, 2018 10:32
JD.com – the Amazon of China
JD.com (JD) is often referred to as China’s Amazon. However, JD is online retail shopping with a difference. Firstly, buying behaviour and the online shopping...
Peters MacGregor Capital Management
Peters MacGregor Capital Management
March 08, 2018 10:32
March 06, 2018 17:05
Podcast: Will JD.com dethrone Amazon?
Peters MacGregor Capital Management
Peters MacGregor Capital Management
March 06, 2018 17:05
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Equities
February 27, 2018 06:38
Don't let your profits go 'woof' in the Year of the Dog
A very ‘Xīnnián hǎo’ to you, as this month’s Chinese new year zodiac moves from the Rooster to the Year of the Dog. The 12-year repeating nature of Chinese astrology...
Nick Kirrage
Schroders
February 27, 2018 06:38
February 21, 2018 08:38
Podcast: How to navigate the volatile market
Peters MacGregor Capital Management
Peters MacGregor Capital Management
February 21, 2018 08:38
February 20, 2018 14:21
What the Best Fund Managers Never Do
Kent Kwan
AtlasTrend
February 20, 2018 14:21
February 13, 2018 13:54
An old world stock with new world upside
JYC
Joyce Corporation Ltd
ASX:JYC
Followed by
14
people
JYC
Joyce Corporation Ltd
ASX:JYC
Followed by
14
people
Steve McCarthy
DMX Asset Management
February 13, 2018 13:54
January 17, 2018 16:21
The investment case for Discovery Communications
Whether you have Foxtel or not, you’re bound to be familiar with some of Discovery Communications’ most popular TV shows, such as MythBusters, Bear Grylls’s Man v...
Peters MacGregor Capital Management
Peters MacGregor Capital Management
January 17, 2018 16:21
December 20, 2017 14:42
Philo a Death Knell for Cable TV
Marc Andreessen, founder of famed venture capital firm Andreessen Horowitz and co-author of the world’s first widely used web browser, believes there are “only two...
Kevin Rose
Forager Funds
December 20, 2017 14:42
December 19, 2017 10:30
TradeMe looks set for long-term revenue growth
Lately, we are hearing many investors lament that it’s getting hard to find value in our market. Well, there are still pockets of value. And TradeMe (ASX:TME), New...
TME
TRADE ME GROUP LIMITED
ASX:TME
Followed by
2
people
TME
TRADE ME GROUP LIMITED
ASX:TME
Followed by
2
people
Stuart Jackson
December 19, 2017 10:30
241-250 of 370
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Question everything
Martin Conlon,
Schroders
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Patrick Poke,
Livewire Markets
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Buy Hold Sell: 5 ASX fallen angels prime for a
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Anna Dadic,
Livewire Markets
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The Anthropic IPO is on! We looked under the hood, here are the Red Flags...
Dr David Allen,
Plato Investment Management
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