Insightful Insights

CSL Ltd (ASX:CSL)  – which labels itself as a multinational specialty biotechnology company – has long been one of the stars of the Australian market. Since listing in 1994, CSL has not missed a beat, with its share price soaring a massive 25,000 per cent.  It’s a long-term holding in the Australian Eagle portfolio and, with great management and a solid growth outlook, we continue to like what we see.

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by Sean Sequeira Posted in Companies, Health Care, Insightful Insights.

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In my blog post last month, ‘Volatility is the window to opportunity’ I discussed how recent market volatility may represent an opportunity for investors to take advantage of investing in quality long-term assets and distressed assets at significant discounts. Interestingly, it did not take market participants too long to recognise these opportunities and to act on them. continue…

by Michael Gollagher Posted in Companies, Insightful Insights, Market commentary, Takeovers.

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In part one of this note to young investors, I set out the reasons why I think young investors should steer clear of index funds and instead invest in high-quality, growing companies. So, the question is: how to find and invest in these companies? continue…

by Roger Montgomery Posted in Airlines, Companies, Insightful Insights, Investing Education.

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It’s probably no surprise that NSW Premier Dominic Perrottet – now expecting his seventh child, and with 11 siblings of his own – should be in favour of a ‘Big New South Wales.’ And urged on by leading bureaucrats, the new state Premier is backing a five-year doubling of the pre-pandemic migration rate, which he says will help boost the economy. But recent surveys show his views are in stark contrast to those of the general population. continue…

by Andreas Lundberg Posted in Insightful Insights.

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We understand the current difficult times families and communities are facing although we hope your Easter weekend was filled with quality family time. I wanted to share Andrea Bocelli’s performance in an empty Milan cathedral on Easter Sunday where he sang Amazing Grace. We hope this performance can lift your spirits. Stay safe.

by Roger Montgomery Posted in Insightful Insights.

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Sorry to let ethics creep into my blog, but sometimes you just have to make a statement.  You see, right now, China is carrying out highly repressive policies reminiscent of George Orwell’s Nineteen Eighty-Four.  Given China’s global ambitions, these are scary times not just for Chinese people, but for all people who value freedom and democracy. continue…

by Roger Montgomery Posted in Editor's Pick, Insightful Insights.

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As we head into annual general meeting (AGM) season in Australia, one of the topics that will no doubt receive some focus will be management remuneration. This is increasingly a vexed issue in Australia and other developed markets, with management remuneration generally having skyrocketed in relative terms in recent decades. continue…

by Tim Kelley Posted in Insightful Insights.

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Warren Buffett has observed that honesty is the most important trait in the people you work with. The same might be said of firms you invest in. Which makes a recent study into cultural honesty interesting reading. It found that Switzerland is the most honest country in the world. Any guesses for which nations are least honest? continue…

by Roger Montgomery Posted in Insightful Insights.

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If you feel like you’ve been working longer hours of late, you’re not alone. Data just released by the Australian Bureau of Statistics (ABS) show that everyday Australians are needing to pedal harder just to stay still, as they try to battle stagnant wages growth, rising asset prices and falling cash rates. continue…

by Dean Curnow Posted in Insightful Insights.

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Humans are fascinating, complex creatures, capable of amazing achievements.  At the same time, as psychology researchers like Daniel Kahneman and Amos Tversky have pushed forward our understanding of the human mind, it has become increasingly clear that we are indeed strange.  Far from being the rational decision makers that behavioural theory once assumed, we find that our cognitive processes can be deeply flawed, leading to poor decision making and sub-optimal outcomes. continue…

by Tim Kelley Posted in Editor's Pick, Insightful Insights.

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