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
The Rules of Investing

Value, growth... Why not both? An interview with Alex Waislitz

When Alex Waislitz started his private investment company, Thorney Investment Group, back in 1991, he was a dyed-in-the-wool value investor. Having learned the craft...
AMA
CXL
+15
The Rules of Investing
Livewire Markets
The Rules of Investing

Where Harley Grosser is finding value in micro-cap stocks

The age-old (and perhaps contentious) saying “time in the market beats timing the market” shouldn't just apply to returns: the experience from being invested at a...
Angus Kennedy
Livewire Markets
The Rules of Investing

How Harley Grosser turned $100k into $800k in 4 years

At just 23 years’ old, Harley Grosser did what many of us only ever dream of and founded his company, Capital H Management. At the time, he had $50,000 of his own...
APT
ARC
WCG
+2
The Rules of Investing
Livewire Markets
The Rules of Investing

In a world of uncertainty, cash flow remains king

Katie Hudson's career is full of bold moves. Beginning as a sell-side analyst, she moved to Goldman Sachs in June 2008 during the midst of a raging GFC. From there,...
APX
MP1
+1
Angus Kennedy
Livewire Markets
The Rules of Investing

How to avoid portfolio bombs

The allure of finding a big winner is difficult to resist for most equity investors. After all, we’re doing it to make money! However, there’s just as much (if not...
APX
NAN
The Rules of Investing
Livewire Markets
The Rules of Investing

Morgan: Investing is a sport, new opportunities to score will always resurface

Peter Morgan has one of the most intriguing stories in Australian funds management. Helping to grow FUM at Perpetual from $70 million to $12 billion, he is also one...
AWC
PPT
Angus Kennedy
Livewire Markets
The Rules of Investing

Peter Morgan: The best asset I've ever bought

Peter Morgan is one of the most accomplished investors in Australia. While he might not be a 'household name' these days, ask anyone who's been around the industry...
AWC
The Rules of Investing
Livewire Markets
The Rules of Investing

The low-risk approach to Aussie small-cap investing

Small-caps are often thought of as being high risk, but that doesn’t have to be the case. With the right approach, it’s possible to maintain a moderate level of risk,...
CAR
+6
The Rules of Investing
Livewire Markets
The Rules of Investing

Big opportunities in small companies with Richard Ivers

The investment world is full of noise, but that doesn't have to impact your decisions. If you can find quality companies with earnings visibility, you have a solid...
CAR
+6
Angus Kennedy
Livewire Markets
The Rules of Investing

The big picture view on Aussie equities

In the under-researched and often illiquid world of small and mid-caps, stocks are largely driven by individual factors. If a company’s product or service succeeds and...
COL
+10
The Rules of Investing
Livewire Markets
The Rules of Investing

The ‘special’ stocks Emma Fisher is hitching the Airlie wagon to

Truly special businesses don’t come along very often. Those with enduring competitive advantages, the ability to grow for long periods and produce high returns on...
CSL
NCK
PWH
+1
The Rules of Investing
Livewire Markets
The Rules of Investing

6 essential takeaways from my exclusive interview with Jeremy Grantham

It’s not every day you get the opportunity to speak with a legend like Jeremy Grantham. But I’ve been lucky enough to do so twice in recent weeks (the first time,...
Patrick Poke
A Rich Life
The Rules of Investing

Grantham: This is a bubble, this is serious

Jeremy Grantham is famous for his ability to pick bubbles. The co-founder and Long-Term Investment Strategist at GMO Investment and Asset Management correctly called...
The Rules of Investing
Livewire Markets
The Rules of Investing

Making money from unloved and out-of-favour stocks

It takes a special type of person to be a contrarian investor. Few people are willing to buy companies while others predict doom. It requires accepting that you won’t...
AMP
CGF
The Rules of Investing
Livewire Markets
The Rules of Investing

Where to next for L1 Capital after a winning vaccine trade?

Getting the "vaccine trade" right was perhaps the single biggest factor for investors' performance in the second half of 2020. Equity markets jumped 10% in November on...
IMD
+1
The Rules of Investing
Livewire Markets
The Rules of Investing

Inside Morgan Stanley’s bullish bet on the recovery

In early 2020, Nathan Lim, head of wealth management research at Morgan Stanley Wealth Management, noticed a strange phenomena. Chinese New Year had just passed, but...
The Rules of Investing
Livewire Markets
The Rules of Investing

An inflection point for Aussie shares

In recent months, much has been said on growth versus value, and tech stocks versus cyclical stocks. But focusing on these labels misses the true underlying driver of...
ALU
CSL
IEL
+2
The Rules of Investing
Livewire Markets
The Rules of Investing

The biggest question facing investors today

All investors are at the mercy of interest rates. As interest rates go down, asset values go up, which has been a huge supporter of returns in recent years. But it...
The Rules of Investing
Livewire Markets
The Rules of Investing

The 15 stock portfolio

Most equity investors would advocate holding a highly diversified portfolio of 20 to 50 stocks, looking to reduce risk and bring returns closer to that of the index....
The Rules of Investing
Livewire Markets
The Rules of Investing

Finding value in dark corners of the market

Steve Johnson has built a reputation for himself and the team at Forager Funds for uncovering value in dark corners of the market. But in recent years, he’s learned...
EGG
NZM
+3
The Rules of Investing
Livewire Markets
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