This Christmas, give your loved ones financial intelligence. Buy two copies of Value.able for the price of one this Christmas. Discount code: XMAS24 BUY NOW
-
Better simpler strategy – how Etsy has survived and thrived
David Buckland
October 25, 2021
In this blog, Professor Felix Oberholzer-Gee from the Harvard Business School, helps to explain how Etsy has survived and thrived from the potential Amazon onslaught. Continue…
by David Buckland Posted in Companies, Polen Capital, Stocks We Like.
- save this article
- POSTED IN Companies, Polen Capital, Stocks We Like.
-
MEDIA
Your Wealth – Why Roger Montgomery is still bullish on this market
Roger Montgomery
October 22, 2021
In this Your Wealth Podcast with Gemma Dale from Nabtrade Roger explains why he thinks the fears of a significant downturn are overstated by discussing the macro trends underpinning market growth, why a correction could happen but won’t be cataclysmic and how rising interest rates could affect share performance.
by Roger Montgomery Posted in On the Internet, Podcast Channel.
- READ ONLINE
- save this article
- POSTED IN On the Internet, Podcast Channel.
-
Specialist platform flows surprising to the upside
Dominic Rose
October 22, 2021
The ASX-listed specialist wealth management platforms are showing no signs of slowing momentum, with all three players delivering record net inflows over the September quarter (1Q22), coming in materially ahead of market expectations. Continue…
by Dominic Rose Posted in Companies, Stocks We Like.
- save this article
- POSTED IN Companies, Stocks We Like.
-
3Q2021 Polen Capital Global Growth Commentary
Polen Capital
October 21, 2021
In this video Head of the Large Company Growth Team and Portfolio Manager Damon Ficklin discusses the reasons behind the decline in the MSCI ACWI during the September quarter. The most notable themes include higher inflation and the expectation for higher interest rates in the coming years. The market is digesting the expected change in monetary policy around the world and other key factors which include slowing growth, policy changes in China and the COVID-19 pandemic. Continue…
by Polen Capital Posted in Polen Capital, Video Insights.
- watch video
- save this article
- POSTED IN Polen Capital, Video Insights.
-
Discover how to value the best stocks and buy them for less than they’re worth.
NOW FOR JUST $49.95
buy nowSUBSCRIBERS RECEIVE 20% OFF WHEN THEY SIGN UP
“This is a book you simply must read.
The very best investors in the world are “value” investors.” -
Get set for a major public stoush over immigration
Andreas Lundberg
October 21, 2021
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.
- 2 Comments
- save this article
- 2
- POSTED IN Insightful Insights.
-
Aeris Resources: a highly operationally leveraged Copper play
David Buckland
October 20, 2021
After rallying from $0.03 to $0.24 per share over the 12 months to June 2021, the Aeris Resources (ASX: AIS) share price recorded a solid retreat over the September 2021 quarter to $0.16 per share. This prompted a handful of clients to ask if something was wrong. Continue…
by David Buckland Posted in Companies, Editor's Pick, Stocks We Like.
- save this article
- POSTED IN Companies, Editor's Pick, Stocks We Like.
-
MEDIA
10 of the ASX’s best management teams
Roger Montgomery
October 19, 2021
In this episode of Livewire’s Buy Hold Sell Roger joined James Marlay and Simon Conn to discuss the best management teams across the ASX. They discuss companies across financials, energy and resources, retail, technology and healthcare and discuss why a management team that backs itself with the right incentives is important when looking for companies to invest in.
by Roger Montgomery Posted in Editor's Pick, On the Internet, TV Appearances.
- save this article
- POSTED IN Editor's Pick, On the Internet, TV Appearances.
-
Timely reminder of investing insights from Howard Marks – Oaktree
Scott Phillips
October 19, 2021
I was fortunate to recently hear from the legendary investor Howard Marks, one of the co-founders of Oaktree Capital* who gave the opening keynote address at the annual CFA Societies Australia Conference. Listening to his presentation was informative as always and I thought I’d share with everyone some of his key takeaways relating to today’s investing environment and ultimately successful investing. His presentation was titled” “Value Investing: A New Look.” Continue…
by Scott Phillips Posted in Global markets, Market commentary.
- save this article
- POSTED IN Global markets, Market commentary.
