The Rules of Investing

A stealthy small cap quietly building a market monopoly

Investment management can be a brutal business. When you're talking small caps, the brutality is amplified even further.  Between March 20 and September 3 last year,...
AD8
The Rules of Investing
Livewire Markets
The Rules of Investing

Is a golden era for income investors coming?

Fixed income has had a torrid time of it the last year – in fact, by some measures it’s been the worst year on record – with US treasuries losing about a tenth of...
The Rules of Investing
Livewire Markets
The Rules of Investing

How Perpetual's Vince Pezzullo invests when multiples retreat

Markets are a right mess today, thanks to surging inflation and the fear of what that will do to earnings.   In this environment, you want companies that have the...
STO
The Rules of Investing
Livewire Markets
The Rules of Investing

The best inflation protection you can get

The prophets of doom are blowing their recession horns. Accordingly, investors want to hold assets that can act as bulwarks against whatever's driving recession -...
The Rules of Investing
Livewire Markets
The Rules of Investing

The unloved stocks Oscar Oberg is backing to beat small cap uncertainty

One of the most striking responses during Oberg’s latest interview related to investor sentiment: “I’ve never seen the market more one-sided in that any company with...
ALQ
AMP
+14
Glenn Freeman
Livewire Markets
The Rules of Investing

Oscar Oberg’s bear market guide to oversold small caps

Let's face it, it has been hard going in the small caps space - which is down almost 18% this calendar year. As soon as you get headwinds such as inflation and rate...
AMP
+16
The Rules of Investing
Livewire Markets
The Rules of Investing

Simon Shields: The stocks turning market headwinds into competitive advantage

We're all well aware of the headwinds battering markets today - inflation, supply-chain pressures, and rate hikes. Yet it's easy, and misguided, to broad-brush the...
The Rules of Investing
Livewire Markets
The Rules of Investing

Ben Griffiths: A bull waiting for these three signs before charging at small caps

Global markets are in a world of hurt. This week the Dow Jones Industrial Average nose-dived 1,100 points - its biggest loss since 2020. For all but those with the...
The Rules of Investing
Livewire Markets
The Rules of Investing

Charlie Jamieson: Bond market pricing in "extraordinary" rate hikes

The RBA lifted the cash rate yesterday by 25 basis points, to 0.35%. And just like that, its war on inflation - to be waged against aggregate demand - is underway. ...
The Rules of Investing
Livewire Markets
The Rules of Investing

Like the traditional resources sector? Here's why you're gonna love renewables

Conventional wisdom holds that 'traditional' natural resource investments are a sure, safe bet. And justifiably so: Land, from which natural resources have been...
The Rules of Investing
Livewire Markets
The Rules of Investing

The Rules of Investing - The Greatest Hits (Vol 1)

And that's a wrap! After nearly seven years with Livewire, and five years running The Rules of Investing podcast, I'll be finishing up today. Please throw your support...
The Rules of Investing
Livewire Markets
The Rules of Investing

3 ingredients for small cap success

The multi-bagger is the “holy grail” for most small-cap investors. Whether you like tech, resources, industrials, or all of the above, there’s nothing quite like the...
ALC
APT
AX1
+8
The Rules of Investing
Livewire Markets
The Rules of Investing

3 Aussie stocks for today's market

Rising rates, rising volatility, and rising geopolitical tensions. It's tough being an equity investor in today's market. But Australian investors have generally fared...
MQG
The Rules of Investing
Livewire Markets
The Rules of Investing

What war in Ukraine means for investors

Yesterday Russian President Vladimir Putin announced a "special military operation" in Ukraine - an apparent euphemism for "invasion". For many investors who haven't...
The Rules of Investing
Livewire Markets
The Rules of Investing

The real reason Aussie housing is expensive

Australian housing is expensive. Hardly a shocking statement. But if you ask a bunch of investors and economists why, you’ll get several answers and most will refer to...
The Rules of Investing
Livewire Markets
The Rules of Investing

One sector with 50 years of growth ahead

There have been few times in history that one could look at a sector and confidently expect decades of growth. But this is the situation that the resources industry...
29M
The Rules of Investing
Livewire Markets
The Rules of Investing

Quality and growth: How Ben Clark consistently finds winners

Ben Clark is a perennial favourite among Livewire readers, not to mention being one of the most consistent stock pickers on Livewire’s Buy Hold Sell. He recently sat...
AD8
APT
APX
+18
The Rules of Investing
Livewire Markets
The Rules of Investing

The biggest opportunity since the internet

In case you missed it, Munro Partners' Nick Griffin recently joined Patrick Poke on the Rules of Investing podcast. In it, Griffin points to a paradigm shift that...
The Rules of Investing
Livewire Markets
The Rules of Investing

Everything you need to know about uranium

Uranium is one of the hottest commodities in the world right now, with most equities rallying by multiples over the last year. But what's all the fuss about? I...
BOE
+6
The Rules of Investing
Livewire Markets
The Rules of Investing

Uranium: The bull market everybody’s talking about

Three years ago, uranium was 'The bull market nobody was talking about', as I wrote in my earlier wire. But in 2021, it's finally caught the attention of investors....
BOE
+6
Patrick Poke
A Rich Life
The Rules of Investing

The complete guide to LICs with Daryl Wilson

'Buying a dollar for 80 cents' is an old investing cliche that's rarely taken literally these days. In a bygone era, 'net-nets' - stocks trading below the value of...
+13
The Rules of Investing
Livewire Markets
The Rules of Investing

A hated sector that Ben Graham would love

Michael Goldberg and the team at Collins St Value Fund know a thing or two about making money off unloved and out of favour stocks and sectors. Their investments in...
BOE
PDN
+2
The Rules of Investing
Livewire Markets
The Rules of Investing

John Sevior on the key principles for long-term gains

Let's face it, putting up with anyone for a decade is an achievement. But to make a partnership truly sing after 30 years is not only worth celebrating, it's worth...
BAP
COL
+4
Angus Kennedy
Livewire Markets
The Rules of Investing

John Sevior’s simple principles for investment success

The early 90s was an interesting time. The internet was taking off, Australia was having the ‘recession it had to have’, and Perpetual was a hotbed of Australian...
BAP
COL
+5
The Rules of Investing
Livewire Markets
The Rules of Investing

How to unlock a business's full potential - the Waislitz way

A resume filled to the brim with unique activities would undersell the experiences of Alex Waislitz. Having been a company director at VISY and Pratt, vice president...
CXL
IMU
MSB
+5
Angus Kennedy
Livewire Markets
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