End of an epoch - Warren Buffet retires. What do investors need to know? READ HERE to learn more.
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Aura Private Credit: Letter to investors 06 February 2023
Brett Craig
February 6, 2023
ADIs, or Authorised Deposit-taking Institutions, have been looking into how to incorporate the same underwriting technology that many fintech/non-bank lenders already have for some time now, with the intention of utilising the technology on unsecured SME credit. Continue…
by Brett Craig Posted in Aura Group.
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Fear and Greed: an investor’s guide to mergers and acquisitions
Roger Montgomery
February 6, 2023
Roger joined Sean Aylmer on the Fear and Greed interview to discuss mergers and acquisitions. What does a company look for when considering a takeover and what happens when they pay too much?
by Roger Montgomery Posted in Podcast Channel.
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Why I’m cautiously optimistic about 2023
Roger Montgomery
February 6, 2023
A number of commentators are calling the current rebound in global markets a ‘dead cat bounce’. Veteran fund manager, and famous ‘perma-bear’, Jeremy Grantham, has even warned that stocks could plunge a ‘stomach-churning 50 per cent’ from here. But I’m not so sure. I think there are plenty of reasons to be cautiously optimistic about the year ahead. Continue…
by Roger Montgomery Posted in Market commentary.
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Australian superfunds driving growth in private debt
Dean Curnow
February 3, 2023
At the end of 2021, Ernst and Young in an annual paper exploring the private debt market in Australia estimated its size to be AU$133 billion and growing 21 per cent year on year.[1] Whilst at a record size for Australia, it remains vastly immature when compared globally where the private debt market is estimated to be as large as US$1.2 trillion which has grown by 13.5 per cent annually over the last decade.[2] Continue…
by Dean Curnow Posted in Aura Group.
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Wonderful companies at wonderful prices?
Polen Capital
February 2, 2023
“It’s far better to buy a wonderful company at a fair price than a fair company at a wonderful price.”1 This well-worn adage from Warren Buffett has guided our investment approach for over thirty years and is the title of a piece we published in 2018.2 Given recent market conditions, we’ve chosen to revisit this concept. Continue…
by Polen Capital Posted in Polen Capital.
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Australian small companies outlook for 2023
Michael Gollagher
February 1, 2023
Having not long finished the festive season and commenced a new year, many of us take the moments shortly after to reflect on the year that was, and also consider what we would like to see in the year ahead. Continue…
by Michael Gollagher Posted in Editor's Pick, Market commentary.
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My top picks in the resources sector
Gary Rollo
January 31, 2023
In this week’s video insight Gary and David discuss how the reopening of China is having a positive impact on the resources sector, specifically copper. The Montgomery Small Companies Fund is currently overweight industrial metals and Gary shares three stocks we like in this space as well as three lithium producers that we think have bright prospects. Continue…
by Gary Rollo Posted in Companies, Editor's Pick, Energy / Resources, Stocks We Like, Video Insights.
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February 2023 reporting season calendar
David Buckland
January 30, 2023
Australia may have fared better than its international peers, but markets still took a pummelling in 2022. With the scoresheet now posted for last year’s returns it is worth considering what may be in store for investors in 2023. Over the next month Australia’s largest companies will report their half-year financial reports.
Continue…by David Buckland Posted in Investing Education.
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