value investing

As investors pile into AI, Alvia’s Chris Scarpato is running for the hills and building an anti-AI playbook. Here’s why.

I’ve shown that momentum and growth generally fail, and since 1990 small caps have disappointed. I now explain why value typically succeeds.

Cyclical headwinds have hit Diageo hard. But its iconic brands, fresh leadership, and long runway may reward patient investors.

Market scepticism masks opportunity. Collins Foods combines proven Aussie returns with emerging German growth optionality.

For a century, value has virtually always beaten growth. And despite lagging over the past decade, its prospects again exceed growth’s.

AI disruption fears have already hammered SaaS stocks. Now the insurance sector is under pressure — but the reality may be more complicated.

The information revolution and AI may make the greater levels of diversification advocated by Benjamin Graham increasingly relevant.

Strong earnings, rising dividends, and lithium upside – so why did Wesfarmers shares fall? We investigate what the market may be missing.

Momentum is dominating markets, but dispersion is creating "lumpy and attractive" opportunities for value investors willing to explore.

The ASX 200 has hit a record high, but a narrow rally led by banks and resources companies raises questions about its staying power.