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20 April 2024
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Your author prematurely advocated investing in small caps almost 12 months ago. Since then, the investment landscape has changed, and there are even more reasons to believe small caps are likely to outperform going forward.
In an age of artificial intelligence bringing transformative changes to industries, innovative companies will continue to win, and win big. Here's a guide about how to identify the companies with long growth runways.
The Magnificent Seven are hogging the headlines, yet there are plenty of growth opportunities elsewhere, at a fraction of the cost. Here are three stock ideas riding key areas of structural and cyclical change.
Munger is best known as Warren Buffett’s sidekick though he’s a formidable investor in his own right. Here he addresses what makes Buffett great, Costco's retailing genius and Berkshire's investments in Apple, Japan, and China.
The market is enamoured by new world stocks and is overlooking traditional old world assets. It is uncomfortable to buy unpopular stocks after a setback, but two Australian companies may have better times ahead.
Unlike most other superannuation funds, UniSuper hasn’t piled into unlisted assets. Because of this, it has extra cash on hand and is taking advantage of opportunities opening up as rate hikes crunch economies.
Current stock market enthusiasm calls for caution, with rates now in restrictive territory and several indicators portending trouble ahead. There are some opportunities in areas that haven't been caught up in the market hype.
Australia's economic backdrop looks favourable compared to other developed markets, but the ASX has been one of the worst performing indices this year. That's opening up opportunities in consumer staples and small cap stocks.
ASX small caps have recently underperformed larger companies and liquidity in these companies has vanished. That provides a chance for enterprising investors to buy fast growing yet cheap small and micro cap stocks.
There is a US$50 trillion opportunity for those companies that help countries meet their net-zero emission targets over the next 30 years. Here are three key themes and a stock that will benefit from the change.
With domestic equities markets affected by macroeconomic volatility in 2022, Australian Ethical discusses the headwinds faced by investors and some of the opportunities this environment creates for 2023.
The market’s myopia of 2022 has depressed valuation multiples on cyclically depressed earnings. The result is that many of the world’s most advantaged businesses can be acquired today at prices that are far below intrinsic value.
The ATO has released all the superannuation rates and thresholds that will apply from 1 July 2024. Here's what’s changing and what’s not, and some key considerations and opportunities in the lead up to 30 June and beyond.
Jim Simons has achieved breathtaking returns of 62% p.a. over 33 years, a track record like no other, yet he remains little known to the public. Here’s how he’s done it, and the lessons that can be applied to our own investing.
Life has radically shifted with my brain cancer, and I don’t know if it will ever be the same again. After decades of writing and a dozen years with Firstlinks, I still want to contribute, but exactly how and when I do that is unclear.
Australia will have 3.7 million more people in a decade's time, though the growth won't be evenly distributed. Over 85s will see the fastest growth, while the number of younger people will barely rise.
Being rich is having a high-paying job and accumulating fancy houses and cars, while being wealthy is owning assets that provide passive income, as well as freedom and flexibility. Knowing the difference can reframe your life.
Investor disgust, consolidation, de-listings, price discounts, activist investors entering - it’s what typically happens at business cycle troughs, and it’s happening to LICs now. That may present a potential opportunity.