Rapid Fire

High conviction: The purist's way to invest

In 2006, David Pace, Matthew Ryland and Marc Hester decided to leave their jobs at Merrill Lynch to found Greencape Capital. Less than a year later, the GFC rocked...
CSL
+4
Patrick Poke
A Rich Life
Rapid Fire

Where to find growing companies at a reasonable price

In today’s low-growth world, companies that can grow their earnings attract a premium. Whether it’s emerging Australian companies like Afterpay and Appen, big US tech...
Livewire Exclusive
Livewire Markets
Rapid Fire

Catherine Allfrey talks winners, losers and white swans

It’s not every day that you sit down with a member of the Australian fund managers hall of fame, let alone the first woman to be inducted. As a 20-year-old female,...
EML
+3
Bella Kidman
Bella Kidman
Livewire Markets
Rapid Fire

Padley: The 9-point checklist for a perfect portfolio

If you wrote a list of your New Year's investment resolutions, what would you include? Trade less? Avoid microcaps? Diversify more? Go global? Hold less cash? There...
ALU
APT
+8
Alex Cowie
Alex Cowie
Rapid Fire

Profit is an opinion, cash is a fact

Not many people get to meet an investing legend in their lifetime, let alone someone who pioneered markets like Peter Lynch, but as a graduate on Fidelity's analyst...
Livewire Exclusive
Livewire Markets
Rapid Fire

10 questions with Mark Landau from L1 Capital

Mark Landau is the joint Chief Investment Officer of Melbourne based boutique fund manager L1 Capital. L1 manages five strategies across global equities, Australian...
BLD
DOW
+5
James Marlay
Livewire Markets
Rapid Fire

Jun Bei Liu: Never stop learning

Jun Bei Liu has a passion for learning. Born and raised in China she learnt how to speak English and moved to Australia to complete her tertiary education at UNSW....
IEL
+2
James Marlay
Livewire Markets
Rapid Fire

Totus: ‘Cash Earners’ vs 'Cash Burners’

Ben McGarry’s formative years as an investor were spent on the ‘sell side’ pitching ideas to local fund managers. It was during this time that he met Phil Mathews, a...
ALU
APT
APX
+3
James Marlay
Livewire Markets
Rapid Fire

Matt Haupt loves macro, big stocks and fast cars

Over the past 20 years Wilson Asset Management has earned a reputation for identifying undervalued growth companies, typically in the smaller end of the market. In...
+1
James Marlay
Livewire Markets
Rapid Fire

8 ideas for improving your global investing

The rationale for investing globally is irrefutable: access to a far larger, more diverse and potentially less crowded set of opportunities. Currency tailwinds are...
Alex Cowie
Alex Cowie
Rapid Fire

Nailing your asset allocation

While most investors focus on picking stocks to drive performance, in reality, this is just a part of it. Research has proven that over the long-term, 85% of your...
The Rules of Investing
Livewire Markets
Rapid Fire

Why Australians have an advantage investing in Asia

The Asian middle class is set to explode in the coming decade, and Australia is set to benefit in more ways than one. Australian investors, in particular, have a...
Patrick Poke
A Rich Life
Rapid Fire

How to pick stocks like a pro

Equities form a core part of most long-term investment strategies; they offer strong long-term returns, but at the cost of higher volatility than many other assets....
AMP
The Rules of Investing
Livewire Markets
Rapid Fire

Why should investing be very different from buying tomatoes?

Rishi Patel was born and raised in Bombay, which is also home of the oldest stock exchange in Asia. The college that he attended is located across a field from the...
Livewire Exclusive
Livewire Markets
Rapid Fire

How to avoid the next dividend cut

Telstra, NAB and AMP have cut their dividends... so, which 'bluechip' will be next on the chopping block? With the majority of ASX dividend income coming from a very...
CSL
+2
Alex Cowie
Alex Cowie
Rapid Fire

ARK: The five platforms of disruptive innovation

When it comes to investing in disruption a lot of the capital and focus has been on finding opportunities that exist in private markets. Catherine Wood, Chief...
Livewire Exclusive
Livewire Markets
Rapid Fire

Tagliaferro: How the '87 crash shaped my philosophy

Just like in life, an investor’s early experiences can’t help but shape the way they see the world. For Anton Tagliaferro, founder and Investment Director of Investors...
AMC
APT
+9
Patrick Poke
A Rich Life
Rapid Fire

Volatility is the mother of opportunity

It was a somewhat unique situation to be interviewing a former colleague when I sat down with Marcus Bogdan, CIO at Blackmore Capital recently. So, I have been across...
BXB
COL
CSL
+2
Alex Cowie
Alex Cowie
Rapid Fire

Catherine Allfrey: Look over the horizon

In Australia we’re fortunate to have some very talented women in funds management. Catherine Allfrey is one of them. After a chance encounter at a Wesfarmers event in...
IEL
MQG
James Marlay
Livewire Markets
Rapid Fire

How to pick growth stocks that will keep on winning

Nick Griffin, the founding partner and Chief Investment Officer at Munro Partners, is a self-described "growth" investor. In a world where labels are often confusing...
James Marlay
Livewire Markets
Rapid Fire

An Aussie stock that ticks all the boxes

In the second part of our Q&A, Tony Cousins, Chief Executive & Chief Investment Officer at Pyrford International, discusses some Aussie stocks that tick all of his...
COH
CSL
RIO
+1
Livewire Exclusive
Livewire Markets
Rapid Fire

Going global for value and growth

Wilson Asset Management has long been regarded as the dominant listed investment company specialist within the Australian equity market. When the company entered...
WGB
Livewire Exclusive
Livewire Markets
Rapid Fire

Where to hide in an inflating bubble

After starting out as an equity portfolio manager at Daiwa International Capital Management in London during the late 1980s, Tony Cousins is now Chief Executive &...
Livewire Exclusive
Livewire Markets
Rapid Fire

A quality stock with a hidden advantage

The world’s most valuable resource is not oil, but data. Companies that can collect unique data on users, and then leverage it, can have a massive edge over their...
Livewire Exclusive
Livewire Markets
Rapid Fire

Understanding and investing in China's ascendancy

Down here in the antipodes, where our own economic fortunes have for many years been closely tied to those of our neighbour to the north, we have seen firsthand how...
Nick Grove
Nick Grove
Livewire Markets
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