Podcasts

Podcasts
Patrick Poke

When Isaac Newton first posited that an object in motion would stay in motion unless acted upon, he probably wasn't thinking of stock markets. But hundreds of years later, the same principle has been adapted for investors; or "the trend is your friend" as it's more commonly stated. While this... Show More

Podcasts
Patrick Poke

Finding cheap stocks this late in the cycle is getting harder and harder. Index funds have bid up the prices of large-cap stocks to levels not seen since the tech bubble, while mid-cap growth stocks like Afterpay and Wisetech have been bid to dizzying heights. But attractive opportunities are still... Show More

Podcasts
Patrick Poke

Value investors, I suspect, are born that way. It takes a particular type of person to be willing to stand out from the crowd, focus on the long term, and constantly be hunting for bargains. This week's guest on the podcast is precisely one of those people; Garry Laurence, Portfolio... Show More

Podcasts

This week’s guest on The Rules of Investing is Alex Milton, the Principal and Co-portfolio Manager at NovaPort Capital, a small cap and microcap fund manager with an impressive list of awards. Something that stands out is NovaPort's ability to look past labels like 'growth' or 'value' and focus purely on... Show More