12 January 2026

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Australian stocks will crush housing over the next decade, 2025 edition Australia's retirement system works brilliantly for some - but not all Get set for a bumpy 2026 The 3 biggest residential property myths Meg on SMSFs: First glimpse of revised Division 296 tax

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Home / Investment Philosophy

Investment Philosophy

1-4 out of 4 results.

Einstein's relativity theory and finance

Tony Dillon
24 January 2024
5

Over 100 years ago, Albert Einstein published papers explaining his Theory of Relativity, which revolutionised physics and the world. Here are some musings on possible parallels between Einstein's theory and the world of finance.

Value investing from an Australian perspective

Hamish Carlisle
20 July 2017

Despite value investing struggling over the last decade, using free cash flow can generate outperformance with lower volatility compared to traditional classifications of value including earnings, book value and dividends.

Taking the good times with The Bard

Nader Naeimi
11 March 2016

In times of financial turmoil, returning to the classics can remind investors to take a long-term perspective and seek opportunities to focus on their financial goals.

Even Buffett has evolved from Ben Graham

Roger Montgomery
16 July 2015

Ben Graham’s brilliant investment insights have served investors well since the 1940s, including Buffett. But many companies are different today and it makes sense to update and move on.

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Australian stocks will crush housing over the next decade, 2025 edition

Two years ago, I wrote an article suggesting that the odds favoured ASX shares easily outperforming residential property over the next decade. Here’s an update on where things stand today.

James Gruber
17 December 2025

Australia's retirement system works brilliantly for some - but not all

The superannuation system has succeeded brilliantly at what it was designed to do: accumulate wealth during working lives. The next challenge is meeting members’ diverse needs in retirement.

Stephen Huppert
10 December 2025

Get set for a bumpy 2026

At this time last year, I forecast that 2025 would likely be a positive year given strong economic prospects and disinflation. The outlook for this year is less clear cut and here is what investors should do.

Roger Montgomery
1 January 2026

The 3 biggest residential property myths

I am a professional real estate investor who hears a lot of opinions rather than facts from so-called experts on the topic of property. Here are the largest myths when it comes to Australia’s biggest asset class.

Evan Thornley
10 December 2025

Meg on SMSFs: First glimpse of revised Division 296 tax

Treasury has released draft legislation for a new version of the controversial $3 million super tax. It's a significant improvement on the original proposal but there are some stings in the tail.

Meg Heffron
7 January 2026

AFIC on the speculative ASX boom, opportunities, and LIC discounts

In an interview with Firstlinks, CEO Mark Freeman discusses how speculative ASX stocks have crushed blue chips this year, companies he likes now, and why he’s confident AFIC’s NTA discount will close.

James Gruber
3 December 2025

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