We are struggling to find value in the Australian market

PM Capital

PM Capital

We are struggling to find value in the Australian market. Local stock valuations are stretched and overcrowding is likely to continue. Watch Uday Cheruvu talk about why it is hard to find value locally, why there is limited opportunities onshore and the concentrated nature of the Australian market. He closes discussing some of the international opportunities we are investing in. (VIEW LINK)


We aim to build long term wealth together with our co-investors by finding and exploiting investment anomalies around the world, using a focused, patient and considered approach to finding simple investment ideas.

I would like to

Only to be used for sending genuine email enquiries to the Contributor. Livewire Markets Pty Ltd reserves its right to take any legal or other appropriate action in relation to misuse of this service.

Personal Information Collection Statement
Your personal information will be passed to the Contributor and/or its authorised service provider to assist the Contributor to contact you about your investment enquiry. They are required not to use your information for any other purpose. Our privacy policy explains how we store personal information and how you may access, correct or complain about the handling of personal information.