The Rules of Investing

Where Soul Patts is investing for long term growth and dividends

With a market cap over $12 billion Soul Patts is now an ASX50 stock and there’s no signs of a slowdown.
The Rules of Investing
Livewire Markets
The Rules of Investing

How Hyperion unearths rare but exceptional growth companies (plus two that pass their filters)

Hyperion’s Jason Orthman talks about their high conviction approach to finding rare but exceptional growth companies
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The Rules of Investing
Livewire Markets
The Rules of Investing

Why Yarra is underweight banks and miners (but bullish on these 5 ASX names)

Yarra Capital's Dion Hershan discusses a "no landing" scenario and his team's broader market views in this wide-ranging interview
CAR
RMD
SEK
+2
Glenn Freeman
Livewire Markets
The Rules of Investing

The lead indicator for Dion Hershan's best trades (and two high quality stocks for the "slow grind" ahead)

The secret to constructing portfolios with a strong stomach is to be "brutally self-aware", says Yarra Capital Management's Dion Hershan.
RMD
WOR
The Rules of Investing
Livewire Markets
The Rules of Investing

Ben Griffiths' small-cap playbook as animal spirits awaken

Markets have U-turned and a market-wide shift to risk-on sentiment is on, says Ben Griffiths of Eley Griffiths Group.
AD8
+16
The Rules of Investing
Livewire Markets
The Rules of Investing

2 killer growth stocks (and why culture is key to successful small caps)

Culture is hard to assess but, as the saying goes, you'll know it when you see it. The problem is, most people don't look.
The Rules of Investing
Livewire Markets
The Rules of Investing

We are in the midst of a social, economic, financial and political crisis

This week's interviewee is one familiar to long-time viewers and readers of the Livewire website.
The Rules of Investing
Livewire Markets
The Rules of Investing

Invest in what you know, avoid what you don’t: Lessons from a Hall of Fame fund manager

The Vinva Investment Management founder and former BGI Global Active Equity CIO shares some of the lessons learnt during his journey.
The Rules of Investing
Livewire Markets
The Rules of Investing

Emma Fisher: Why it pays to be bullish (and the most outstanding idea on the ASX today)

Bears sound smart, but bulls make money. In fact, over the last 35 years, the total return of the ASX 200 was positive 80% of the time.
CSL
HLS
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The Rules of Investing
Livewire Markets
The Rules of Investing

Matthew Kidman: Get ready to run with the bulls

Matt runs us through his own journey into funds management, his approach to investing, and how he's allocating capital today
The Rules of Investing
Livewire Markets
The Rules of Investing

Hedge fund managers never name their shorts. This one does...

And one ASX stock is flashing red
LLC
QAN
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The Rules of Investing
Livewire Markets
The Rules of Investing

Bob Desmond names his "forever" stock

Plus, Desmond gives his thoughts on why NVIDIA may not be overpriced.
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The Rules of Investing
Livewire Markets
The Rules of Investing

3 reasons why the US economy has achieved a miraculous "soft landing"

KKR's Frances Lim tells us why she's bullish amid today's volatility, and where she sees the best value
The Rules of Investing
Livewire Markets
The Rules of Investing

Blackwattle's Ray David is raising red flags about market darling CSL

Plus, the company with the best suite of assets on the ASX
BHP
CSL
IPL
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The Rules of Investing
Livewire Markets
The Rules of Investing

What do counting cars and delivering an 18% pa return for investors have in common?

In today's episode, we speak to Jayne Shaw, Investment Director at Ellerston Capital and analyst for the JAADE Private Assets fund
The Rules of Investing
Livewire Markets
The Rules of Investing

Regal's ultimate guide to microcap investing in 2023

In this podcast, microcap specialist and Regal portfolio manager Jessica Farr-Jones tells all on the best opportunities in today's market.
360
CTT
+3
The Rules of Investing
Livewire Markets
The Rules of Investing

The only ASX stock with a return on equity of over 50%

How Auscap's Tim Carleton is finding value in beaten up sectors
JBH
NCK
REA
The Rules of Investing
Livewire Markets
The Rules of Investing

Oscar Oberg: Small caps are primed to rally, and it doesn't happen without these stocks

Plus the need to generate returns through short-term tactical trades
The Rules of Investing
Livewire Markets
The Rules of Investing

Paul Taylor’s guide to long term compounding on the ASX (plus a 3-stock portfolio for the bottom drawer)

Plus, the next thing to break if rates keep rising
The Rules of Investing
Livewire Markets
The Rules of Investing

This energy company hasn’t seen conditions this good in 25 years

So good, in fact, that they're turning away business and putting up prices
STO
WOR
The Rules of Investing
Livewire Markets
The Rules of Investing

Giselle Roux's fluff-free take on the market (and where you can find opportunity today)

Giselle Roux provides her unconstrained view of the economy, markets, and where investors will find the best returns over the next decade.
The Rules of Investing
Livewire Markets
The Rules of Investing

8 mega-cap stocks have carried markets in 2023. Here’s what comes next

According to Jacob Mitchell, co-founder and CIO at Antipodes Partners
The Rules of Investing
Livewire Markets
The Rules of Investing

Top stocks for today's markets (and why Jun Bei Liu believes the ASX will head higher in 2023)

The Tribeca Investment Partners portfolio manager is bullish despite RBA documents indicating an 80% likelihood of an Aussie recession.
JBH
+14
The Rules of Investing
Livewire Markets
The Rules of Investing

Is this the least crowded opportunity in the market today?

Fifth Estate Asset Management are launching a fund because they believe it is
NXT
The Rules of Investing
Livewire Markets
The Rules of Investing

No lithium, no worries for this outperforming small cap manager

Spheria's Matthew Booker discusses how he preserves capital in bear markets and outperforms in bull markets.
The Rules of Investing
Livewire Markets
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