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Truly special businesses don’t come along very often. Those with enduring competitive advantages, the ability to grow for long periods and produce high returns on capital. When you find a rare business like this, it’s important to think long term, and “hitch your wagon to those economics”, says Emma Fisher, Portfolio Manager and Head of Research at…
 
Jeremy Grantham is famous for his ability to pick bubbles. The co-founder and Long-Term Investment Strategist at GMO Investment and Asset Management correctly called the Japanese equity bubble in the late 80s, and the tech bubble in the late 90s and early 2000s. All through 2007, he warned investors of the bubble, telling investors in a September ’…
 
It takes a special type of person to be a contrarian investor. Few people are willing to buy companies while others predict doom. It means accepting that you won’t always get it right, and the ability to put aside preconceived ideas about a company and focus only on the fundamentals. One investor who’s made a career of this approach is Simon Mawhin…
 
Getting the ‘vaccine trade’ right was perhaps the single biggest influence on performance for most fund managers in the second half of 2020. Equity markets jumped 10% in November on the back of the announcement, a huge month by any account. But for the managers who made the right call and backed it, a good year’s worth of returns were realised in a…
 
In early 2020, Nathan Lim, Head of Wealth Management Research at Morgan Stanley Wealth Management, noticed a strange phenomena. Chinese New Year had just passed, but thermal coal consumption wasn't recovering as it normally does. This rang alarm bells, and Lim was soon warning clients that the economic cost of the coronavirus would be far greater t…
 
In recent months, much has been said on growth versus value, and tech stocks versus cyclical stocks. But focusing on these labels misses the true underlying driver of these trends: duration. But what exactly is duration? A ‘long duration’ asset simply means one where a large portion of the returns are expected to happen in the distant future. These…
 
All investors are at the mercy of interest rates. As interest rates go down, asset values go up, which has been a huge supporter of returns in recent years. But it works in reverse too. As we’ve seen recently, when rates go up, it can trigger volatility and asset price falls. Or to put it another way, as Charlie Jamieson from Jamieson Coote Bonds s…
 
Host: Peter Holden Guests: Jasmyn Hewett (Pint Queen Ants NTFLW Grand Final BOG), Allana Dickie (Williamstown VFLW playing assistant coach), Mathew Creeper (Norwood SANFLW coach) and Shannon Danckert (Bond University QAFLW captain). Plus our AFLW injury debrief, Fantasy Football and AFLW Round 8 Review.…
 
Host: Peter Holden Guests: Ella Smith (Claremoent WAFLW captain), Grace Buchan (Casey Demons VFLW vice-captain), Krissie Steen (North Adelaide SANFLW coach), Ricky Nolan (Pint NTFLW coach) and Emma Gibson (Coorparoo QAFLW). Plus our regular segments looking back at AFLW Round 7.由WARFRadio.com
 
Host: Peter Holden Guests: Theresia Meißner (Geelong Cats VFLW footballer, originally from Germany), Ross Clayfield (UQ Red Lions QAFLW coach), Kylie Duggan (Darwin Buffettes NTFLW footballer), Mark Moody (West Adelaide SANFLW coach) and Ashleigh Gomes (East Fremantle WAFLW footballer). Regular Segments: The Lowdown with Lowana Williams, ShePlays A…
 
Host: Peter Holden. Guests: Valerie Moreau (Southern Saints VFLW footballer), Lauren Gooden (Northcliff NTFLW footballer), Jason Fairall (Glenelg SANFLW coach), Adam Dancey (Swan Districts WAFLW coach) and John Taylor (Aspley Hornets QAFLW coach). Regular Segments: The Lowdown with Lowana Williams, ShePlays AFLW Fantasy Football with Jack Hooper an…
 
Most equity investors would advocate holding a highly diversified portfolio of 20 to 50 stocks, looking to reduce risk and bring returns closer to that of the index. But this attitude misses a key fact, according to Bob Desmond from Evans and Partners - volatility is not the same thing as risk. Instead, Bob prefers to own a concentrated portfolio o…
 
Host: Peter Holden. Guests: Tarni Gosilano (Subiaco Lions), Reni Hicks (Pint Queen Ants), Samantha Johnson (Casey Demons), Caitlin Bunker (Collingwood), Nikki Wallace (North Melbourne), Melissa Kuys (Port Melbourne), Frankie Hocking (Southern Saints), Erin Meade (Williamstown), Georgia Nanscawen (Essendon), Riley Christgoergl (Western Bulldogs) and…
 
Host: Peter Holden. Guests: Steve Markham (Peel Thunder WAFLW coach) and Lauren O'Shea (Waratah NTFLW captain). Contributors: Lowana Williams (AFLW Injury Debrief), Jack Hooper (AFLW Fantasy Scores), Nicole Graves and Lisa "Coach Kiwi" Roper (AFLW Review and Preview).由WARFRadio.com
 
Steve Johnson has built a reputation for himself and the team at Forager Funds for uncovering value in dark corners of the market. But in recent years, he’s learned the need for patience in this area, as extreme opportunities are not always apparent. That’s why, when markets are functioning normally, he keeps a core portfolio of high-quality busine…
 
Guest: Jun Bei Liu, Lead Portfolio Manager, Tribeca Alpha Plus Fund After a tumultuous 2020, the world is (slowly) beginning to recover. With two successful vaccines announced, and the virus largely quashed in Asia and the Pacific, the time for ‘lockdown stocks’ is behind us, and the ‘recovery play’ has begun. But not everywhere is recovering at th…
 
Update on trade period then from 13m we interview media personality and Richmond tragic Waleed Aly about the great new book he has co-authored: "Bachar Houli: Faith, Family and Football'. Waleed shares stories from Bachar's incredible career - from Essendon discard to three time premiership hero and a leading figure in the community.…
 
Guest: Amit Lodha, Fidelity. Identifying key global trends in business and investing requires an overview of the world that few investors can achieve. But with an army of Fidelity analysts at his back, and a truly global focus, Amit Lodha is uniquely positioned to spot and act on these trends. When searching for these trends, Amit wants to find key…
 
Host: Peter Holden.Guests: Dearne Taylor (Launceston Blues) and Gennaveve Sullivan (Glenorchy Magpies) **Note: In this episode we air our first interview with, and report on the passing of, GWS Giants AFLW footballer Jacinda Barclay. If you feel you need to talk to someone, please call Lifeline (Australia) on 13 11 14.…
 
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