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Education

Professional investors distill techniques to improve and simplify investing.

Expert Insights

The importance of being first

When assessing a new investment, market position is critical to investment success, explains Nick Dignam from BlueSky Private Equity. Often this means looking past the...
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Education

The value of simplicity

Analysing value stocks requires a deep understanding of the underlying assets. In their responses, Nathan Bell from Peters MacGregor, Alex Shevelev from Forager Funds,...
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Education

A beginner’s guide to writing covered calls

The market is range-bound, and many shares just don't seem to be going anywhere. One strategy that we are now getting many questions on is that of covered call...
Michael Gable
Michael Gable
Fairmont Equities
Expert Insights

Don’t get bluffed by the market

The allure of potential ‘multi-baggers’ can be irresistible, but only focussing on the potential upside is ignoring Warren Buffett’s number one rule, ‘don’t lose...
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Livewire Markets
Expert Insights

It’s time to look at value differently

It’s a well-established fact that over the very long-term, ‘value’ portfolios, as measured by price-to-book, price-to-earnings, and dividend yield, tend to outperform...
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Expert Insights

The recipe for long-term outperformance

If you want to outperform over the long-term, buying great businesses isn’t enough. Clay Smolinski, Portfolio Manager at Platinum Asset Management, says you need to...
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Education

Avoiding the losers from self-driving cars

At their recent adviser briefing, Magellan CEO, Hamish Douglass, had cars on his mind. Specifically, driverless cars, and what they mean for investors. While many...
Patrick Poke
Patrick Poke
Livewire Markets
Rapid Fire

Try, fail, learn - repeat!

Steve Johnson does things differently. He views himself as an outsider in the investment community and, for most the most part, his small operation has flown under the...
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Education

Five Ways to Avoid the ‘Value Trap’

Investors with a predisposition to high conviction value investing often need value to be combined with an element of growth. Let’s call it ‘growth-value’. Our...
Robert Miller
NAOS
Expert Insights

Time to think differently

Experiences that have been enjoyable in the past are always sought after into the future. This behaviour is often referred to as 'anchoring'. Andrew Fleming, Deputy...
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Expert Insights

Enhance your return, not your risk

There are numerous ways to quantify financial risk, including variance, Beta, and Value at Risk. However, Martin Conlon, Head of Australian Equities at Schroders...
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Livewire Markets
Rapid Fire

How the demise of Kodak shaped the way this fundie invests

Through the 80’s Kodak was the second most valuable brand in the world. In 1986 Wayne Peters, aged 26, launched a network of Kodak Express stores on the East Coast. In...
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Livewire Markets
Expert Insights

Ben Griffiths: Learn to be a slow buyer and a fast seller - Livewire Live 2017

Reporting season has already claimed some scalps, and will see the knife taken to more stocks before it's done. Ben Griffiths highlighted the need to be decisive when...
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Livewire Markets
Education

The biggest biases for investors to overcome

Irrational decisions, going all-in or all-out, a home country bias… There comes a time when too much information is a bad thing, especially when it influences the way...
David Sokulsky
David Sokulsky
Crestone Wealth Management
Expert Insights

Look 'through the windscreen' for a better portfolio

In his most recent memo, Howard Marks took aim at passive investing, questioning a process that ignores both asset allocation and stock selection. In this short video,...
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Buy Hold Sell

What to do if your holding gets crushed this reporting season?

The first week of reporting season has already thrown up a few grenades with Isentia and Navitas both missing expectations. In this short video the panel discuss...
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Capitalising on a mispriced market

With reporting season in full swing, we took some time out to catch up with Lennox Capital Partner’s James Dougherty and Liam Donohue to get their views on navigating...
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What I've learnt from 30 years of investing

Martin Conlon is Head of Australian Equities at Schroders Australia and oversees the investment of over $10billion in assets. Conlon’s formative years were during the...
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Livewire Markets
Education

How to avoid becoming a market casualty

We asked a panel of portfolio managers how they are thinking about investing in today's richly valued market. Specifically: what attributes they are seeking, and how...
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Livewire Markets
Rapid Fire

Finding quality, value and growth with Chris Prunty

Disciplined, focused and humble are three words that spring to mind when describing smallcap specialist Chris Prunty. He’s unlikely to tell you about the cricketing...
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Livewire Markets
Rapid Fire

How to find the next digital winners

Livewire recently interviewed Nick Griffin, Chief Investment Officer of Munro Partners, to ask him the criteria he uses to identify great growth companies, what the...
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Expert Insights

7 things we’ve learned from Hamish Douglass

Hamish Douglass, the CIO of Magellan Asset Management Limited will be contributing his ideas to the upcoming Livewire Live event on 26 July at the ASX. In his keynote...
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Expert Insights

Making money from thinking differently

As Peter Drucker, once said: “If you want something new, you have to stop doing something old.” Likewise, approaching the market with a fresh perspective can reveal...
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Education

What we learned from our trip to Omaha

Christ Titley at Morgans recently hosted us on his podcast on the subject of our recent trip to the Berkshire Hathaway annual shareholders meeting. Below are the key...
Ben McGarry
Totus Capital
Expert Insights

Cuffe’s checklist for picking great fundies

Livewire recently caught up with industry veteran Chris Cuffe to get his candid views on the attributes he values most when selecting fund managers. This article...
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