Check out my latest article for the Australian on Market volatility and the unbottling of ‘turning points’ READ HERE
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Watch out for the market disruptors
Lisa Fedorenko
February 6, 2017
In our globalised, high-tech world, market disruptors – like Aldi, Amazon and artificial intelligence – are coming faster than ever before. Disruptors can have a massive impact – positive and negative – on holdings in your portfolio. Which is why, as investors, it’s essential to stay tuned to what could be next. Continue…
by Lisa Fedorenko Posted in Market commentary.
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MEDIA
Money News 31.01.2017
David Buckland
February 4, 2017
In this interview with Ross Greenwood, David Buckland talks about the drop in share price recently experienced by Virtus, Monash and Navitas.
by David Buckland Posted in Radio.
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Resmed’s Growing Customer Base
Ben MacNevin
February 3, 2017
We’ve postured that Resmed has fundamentally changed the US business model in its favour with its Airsense platform. After the release of Resmed’s second quarter results for financial year 2017, we explore how it is tracking against this thesis. Continue…
by Ben MacNevin Posted in Health Care.
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We don’t need those rates to rise
David Buckland
February 2, 2017
In terms of household debt to disposable income (187 per cent) and household debt to GDP (125 per cent), Australian householders are vying for gold in the debt Olympics. Our love affair with property has been greatly assisted by record low interest rates and this reduction is illustrated below with the “Interest paid to disposable income ratio” declining from 13 per cent to just over 8 per cent over the past decade. Continue…
by David Buckland Posted in Market commentary.
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Second-level thinking on Australian banks
Roger Montgomery
February 2, 2017
In September 2015, Howard Marks wrote a memo entitled, ‘It’s Not Easy’, a reflection on Charlie Munger’s famous aphorism about investing, “It’s not supposed to be easy. Anyone who finds it easy is stupid.” The memo reflected upon the requirement for second level thinking in order to be a successful investor. Continue…
by Roger Montgomery Posted in Editor's Pick, Financial Services.
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