ASX:XRO

XERO LIMITED

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Patrick Poke

What will the world look like in five years’ time? A difficult question to answer, but one that long-term equity investors must ask themselves every day. In 2014, Amazon remained outside the world’s top 10 companies, Telstra’s share price peaked at over $6.60 per share, and Afterpay was nothing more... Show More

Education
James Marlay

One of the most anticipated IPOs of 2019 is set to kick off at the end of April. Regal Funds Management is seeking to raise $500 million for a new Listed Investment Trust (LIT) - the Regal Investment Fund (ASX:RF1) with Equity Trustees as Responsible Entity. Why is there so... Show More

Equities
James Marlay

One of Australia’s most iconic funds management firms will celebrate its 20th anniversary this year. From humble beginnings with just $30 million of assets under management Paradice Investment Management today manages ~$16 billion across five strategies invested in Australian and Global Equities. The culture at Paradice is performance focused, which... Show More

Equities
Oscar Oberg

Investors’ desire for growth outside of the suffering Australian economy was a major theme to emerge in the February 2019 Reporting Season, particularly in the small-to-mid-cap segment of the market. Since around September 2018, economic data in Australia has weakened, largely due to the flow-on effect of falling house prices on... Show More

Collections
Livewire Exclusive

Growth stocks like Afterpay, Appen and Nearmap that are making waves offshore have been dominating the leader board. Meanwhile, domestic cyclicals have been struggling as deteriorating economic conditions weigh them down. How are investors supposed to invest in this dichotomy, in which growth stocks with overseas success look ever more... Show More

Schroders Australia

They have seen the whites of the enemy’s eyes and beat a hasty retreat. Given the correlation of equity markets with the progression of quantitative easing, the prospect of tighter monetary conditions, particularly in the US, sent shivers through markets in the final quarter of 2018. Show More

Expert Insights
Livewire Exclusive

What are the attributes that make for a genuine blue-chip company? For Joe Magyer at Lakehouse Capital he’s on the hunt for stocks with really high levels of recurring revenue, pricing power, gaining share in growing markets and high customer retention rates. “In my experience if a company doesn’t publish its... Show More

Equities
Nick Maclean

When most investors think of “value investing” they think of the standard quick-form valuation techniques such as low PE and cashflow multiples, solid dividend yields, low price/book values etc. Companies that don’t tick these boxes can sometimes mistakenly be classified as expensive. When we assess Xero ASX:XRO it meets... Show More