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Jason Sedawie

Facebook's problem became a great opportunity

The good news about negative media articles is that a story only needs to become slightly more positive to create an investment opportunity. Just look at Facebook and a bad news day.

Unusual trends give investing tailwinds

Two strong trends at the moment centre around our increasing addiction to the selfie and online gaming. These major global themes also have related investment opportunities.

Search these unique investing tools

Retail investors don't always have access to the sophisticated tools used by professional fund managers to conduct company research, so here are some readily available investing tools that require just an internet browser.

CEO letters cut through the white noise

Annual reports are often long and laborious and read by few people, but there are gems among the more personal CEO letters that are far more informative.

Investing in the best long-term founders

The success of companies such as Starbucks, Amazon, and Google is a result of a talented and dedicated founder leading the way. Their long-term vision drives innovation and pushes past set-backs along the way.

Great businesses where customers do the work

Facebook, Tripadvisor and Alibaba - they’re great businesses because they require no inventory, have low capital costs, relatively few staff and their own customers generate the content.

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Property

How cutting the CGT discount could help rebalance housing market

A more rational taxation system that supports home ownership but discourages asset speculation could provide greater financial support to first home buyers.

Investment strategies

The Ozempic moment for SaaS

Every investing cycle has its Ozempic moment, a narrative shock so compelling that the market briefly forgets that incumbents can and do adapt to transformative technology like AI.

Superannuation

Meg on SMSFs: Last word on Div 296 for a while

The best way to deal with the incoming Division 296 tax on superannuation is likely doing nothing. Earnings will be taxed regardless of where the money sits, so here are some important considerations.

Investment strategies

If people talk about a bubble, it’s unlikely to crash soon

It is almost impossible to identify a bubble in real time, and history shows they last far longer than we think, giving investors (perhaps misplaced) hope and short-sellers seemingly endless pain before the share price collapses.

Investment strategies

Seismic shifts that could drive private markets

Dealmaking appears to be on the mend, but investors could be well served to look through near-term trends toward six major themes that we think may drive private markets for years to come.

Latest from Morningstar

Corporations are winning the stock market. Here’s a new plan for everyone else

Retail investors have the worst trading record, according to a study of trading performance. Institutional investors weren't at the top either. Here are 6 ways to improve your odds.

Infrastructure

The bull case for Melbourne

A counterpoint to today’s prevailing narrative that Melbourne is the capital of a failing state defined by its strained public finances, COVID hangover and an opposition obsessed with undermining its own credibility.

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