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15 December 2024
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Just because a stock is cheap doesn't necessarily make it good value. This uses case studies in the tech sector to help identify when stocks trading on 30x earnings may be inexpensive and when others on 10x may be value traps.
In this extract from his new book, the co-founder of Intelligent Investor reveals how investors can avoid critical mistakes and profit from opportunities in collapsing share prices.
You can only push monopoly power so far before it triggers a backlash. Transurban might have finally pushed too far, raising big questions for investors.
Asset pricing remains buoyant and equity markets continue to chase financial assets over real ones. As the gap between ‘growth’ stocks and the rest widens further, investors need to decide which side to jump.
Australia has more listed companies per head of population than just about any other country on earth – and many times more than the US. This explores why that is and whether it's connected to our well-known love for a punt.
Recent volatility has reflected nervousness about tech stocks in the US and whether they can deliver returns on massive AI investment. With rates set to fall, these stocks and the broader US market should continue to find favour.
So you want to buy a speculative stock in the hope that it goes to the moon and you can retire in the Bahamas. There's only one problem - once you start purchasing these types of stocks, it's often hard to stop.
The second quarter of this year provided great news for retirees invested globally for income. Though the quarter was flat for total returns, there was +6.5% dividend growth in Australian dollar terms.
For decades, it’s been a truism that taking greater risks with stocks should equate to higher returns. New research casts doubt on that and suggests investing in ‘boring’ stocks and industries may be a better bet.
Small companies have been getting a lot of attention lately, as the equities rally this year extends beyond mega caps. Here is a look at the opportunities for Australian investors in this new environment.
As investors cram into ever narrower areas of the market with increasingly high valuations, Martin Conlon from Schroders says that sensible investing has rarely been such an uncrowded trade.
Emerging markets offer compelling value compared to history and the stretched valuations of developed market equities. Investors can benefit from three big tailwinds, but only if they are selective.
It’s with heavy hearts that we announce Firstlinks’ co-founder and former Managing Editor, Graham Hand, has died aged 66. Graham was a legendary figure in the finance industry and here are three tributes to him.
Berkshire Hathaway’s third quarter earnings update reveals Buffett is selling stocks and building record cash reserves. Here’s a look at his track record in calling market tops and whether you should follow his lead and dial down risk.
The return of Donald Trump to the US presidency brings the prospect of more US tax cuts and deregulation, but also more tariff hikes, trade wars and policy uncertainty. Here's what it means for markets going forward.
Australia is in the early throes of an intergenerational wealth transfer worth an estimated $3.5 trillion. Here's a case study highlighting some of the challenges with transferring wealth between generations.
The Future Fund's original purpose was to meet the unfunded liabilities of Commonwealth defined benefit schemes. These liabilities have ballooned to an estimated $290 billion and taxpayers continue to be treated like fools.
Australians are taking more mortgage debt into their 60s than ever before. Retirement planning assumptions haven’t adapted and could result in future income projections that ultimately disappoint retirees.