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Sunday, 13 June 2021
Recently trending Super changes, the Budget and 2021 versus 2022Noel's share winners and loser plus budget reality checkGrantham interview on the coming day of reckoningWhoyagonnacall? 10 unspoken risks buying off-the-planBuffett says stock picking is too hard for most investors
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Much investing is misguided by spurious measurement fixations. What really counts in the long run is authenticity, resonance and imagination rather than sticking to index weights and short-termism.
It’s not only products and business models that create wealth. Management teams make decisions on how to deploy capital and such actions drive vastly different outcomes over time.
If ESG, ethical investing, philanthropy and CSR aren’t creating the magnitude of change needed, is there an alternative way of bridging the gap between profit growth and social benefit?
Businesses and directors must take steps to deal with new restrictions as a result of COVID-19. Here are six actions all companies should consider in these trying times.
This week, Treasurer Josh Frydenberg told Australia companies to invest in growth rather than return capital or buy back their own shares. There are other reasons to check the merit of buy backs.
Poor management can quickly erode value, even in a good business, so it’s important to have confidence in the people pulling the levers.
Josh Frydenberg's third budget contained changes to superannuation and other rules but their effective date is expected to be 1 July 2022. Take care not to confuse them with changes due on 1 July 2021.
Among the share success stories is a poor personal experience as Telstra's service needs improving. Plus why the new budget announcements on downsizing and buying a home don't deserve the super hype.
Jeremy Grantham has seen it all before, with bubbles every 15 years or so. The higher you go, the longer and greater the fall. You can have a high-priced asset or a high-yielding asset, but not both at the same time.
All new apartment buildings have defects, and inexperienced owners assume someone else will fix them. But developers and builders will not volunteer to spend time and money unless someone fights them. Part 1
Warren Buffett explained why he believes most investors should not pick stocks but simply own an S&P 500 index fund. "There's a lot more to picking stocks than figuring out what’s going to be a wonderful industry."
The global recession came quickly and deeply but it has given way to a strong rebound. What are the lessons for investors, how should a portfolio change and what role will inflation play?