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Explore articles and perspectives from the brightest minds in investment and medical research.
Ray Dalio's 6 crucial themes for the next few years
When former Conference keynote presenter Ray Dalio, speaks, investors listen, especially when the world can't seem to decide what sort of year it's having. Learn about the six themes Dalio thinks will dominate the next few years.
Equity Mates: A crash course on large cap investments
Paradice's Julia Weng spoke with Equity Mates on Ausbiz about the fund manager’s large-cap investment portfolio, how to integrate ESG into your investments and her equities outlook for FY2022.
In the Know Podcast: Building a world with a little more Yum!
In a new episode of Magellan’s In The Know Podcast, Hamish Douglass spoke to fast food company Yum! (NYSE: YUM) CEO David Gibbs about the brand’s 51,000 restaurants and how they managed the global shutdown.
Partnership with Swinburne & Cooper Investors
Swinburne has signed a transformational $1 million agreement with Hearts and Minds Investments Ltd and Cooper Investors supporting vital mental health medical research.
David Paradice on a winner with uranium stocks but China tech crackdown takes a toll
Small and emerging uranium-focused mining companies have surged in value this year. Learn how Paradice has taken advantage of the sector opportunities.
Stock Story: Hello Fresh
Nick Griffin of Munro Partners provides an update on HelloFresh, his 2020 Sohn Hearts & Minds Conference Recommendation. He shares why he still stands with the stock.
Munro Partners on climate change
Munro's James Tsinidis talks to the AFR about how the three tailwinds of Companies, Governments and Countries are converging for the race to net zero, stating climate change is "the biggest investment opportunity since the internet".
In the Know Podcast: Riding America's Connectivity Wave
On the In The Know podcast, Hamish Douglass spoke to Jay Brown, CEO of Crown Castle, America’s largest provider of communications infrastructure. They discuss expansion, the risks and opportunities in new communications technology and Crown Castle’s unique business model.
TDM Growth Partners: How we think about valuation
In a fun four-minute video, Core Manager TDM Growth Partners explains how they think about valuation when investing in public and private companies and give some insight into how they look at compounding capital at high rates of return and 'fair value'.
Jun Bei Liu shares key learnings from reporting season
In this AFR article, Jun Bei Liu shares her learnings from the latest reporting season, asking "what are we actually paying for those blue chip COVID-19 winners"?.
The Florey: Innovative new approach for Parkinson’s disease
Florey researchers have partnered with engineers from ANU to develop and study a new type of hydrogel that could radically transform a novel stem cell treatment for Parkinson’s disease.
The duopoly player in Australia's most attractive domain
In this Livewire article, Jun Bei Liu explores the compelling duopoly in one of Australia's favourite sectors: Property.
Podcast: Minding Your Mind
Prof Ian Hickie, of the Brain and Mind Centre has launched a podcast, Minding Your Mind, to explore all aspects of mental health; the different types of mental health issues we can experience, their causes, how they affect us, and what we can do to get help and find solutions.
Australian breakthrough to stop heart arteries from clogging
Victor Chang scientist has led landmark research that has the potential to stop arteries of the heart from becoming clogged by targeting a particular gene.
Caledonia rustles up IPOs, asset sales, takeover targets in busy quarter
Key highlights from Caledonia’s June quarter update, where the fund manager discussed its high-conviction stock picks such as Just Eat Takeaway.com and Genius Sports, plus how the company is taking advantage of initial public offering opportunities on the horizon.
Emma Fisher: A (mostly) good news story
Emma Fisher tells a (mostly) good news story as she reflects on the last 12 months outlining three risks currently facing the market. Plus, some observations from her recent travels and the stocks to play them.
Emmer Fisher In Conversation with Rob Scott
Airlie's Portfolio Manager, Emma Fisher speaks with CEO of Wesfarmers, Rob Scott to discuss his first decisions in charge, what he looks for in acquisitions and why he made 'entrepreneurial spirit' a Wesfarmers value.
AFR: How Rich Lister Peter Cooper’s ‘next gen’ is picking winners
Cooper Investor’s Global Team leaders share the unique origins and performance of their Family and Founders Fund, which is focussed on companies that have families and founders with significant ‘soul in the game’.
Victor Chang: Discovery of live-saving heart attack treatment
New research out of Victor Chang brings treatment for Australia’s biggest killer a step closer, this exciting discovery could lead to new preventative treatments for atherosclerosis and coronary artery disease.
TDM: ‘What we need to believe’ for an investment thesis
Insight into how the TDM Growth team think about generational businesses and building a thesis for 10+ year investment opportunities, in particular how they apply their “what do you need to believe” thinking, using Peloton as a case study.
Defining the path of a successful investor
Peter Cooper joined David Clark on the Inside the Rope Podcast to discuss a variety of topics including the big influences in his investment career, Cooper Investor’s investment philosophy for long-term returns and what it takes to be a successful investor.
TDM's Scaling Up Podcast: Season 4
Season 4 of TDM’s podcast, Scaling Up has just wrapped with another six fantastic episodes. Listen to in depth conversations with some of the world’s leading entrepreneurs about the lessons they’ve learnt while scaling their businesses.
Paradice funds chase emerging markets growth
Learn about Paradice’s emerging markets investment strategy which focusses on marco thematics, isolating domestic demand opportunities and the rationale behind why more than a third of the portfolio is weighted towards China.
Invest like the Best Podcast: Howard Marks
Previous Conference speaker, Howard Marks of Oaktree Capital joined the Invest like the Best podcast where Howard shared his most evergreen idea, reflections on value investing, experience versus theory and much more.
Perfect economic conditions for healthcare to thrive
Jun Bei Liu of Tribeca comments on the opportunities and innovation present in the healthcare sector on the back of cultural changes and trends accelerated by the pandemic, naming CSL and Fisher & Paykel Healthcare as stocks to watch.
