Value as at close of business on 19 April 2024
Price delay - 20mins
Nick Griffin of Munro Partners, weighs in on the growth versus value debate, which is particularly topical of late. Nick looks to the digital revolution to demonstrate why you’re going to need a growth investor in your corner to deal with the next 10 years.
Jun Bei Liu of Tribeca and Blake Henricks of Firetrail discuss the upcoming earnings season; what to look for, whether they’re bullish or bear and call out where the re-rating opportunities are.
HM1 CIO, Rory Lucas recently spoke with the Financial Standard about our 12-month performance and the challenges in receiving ratings from the major research houses.
In this episode of the Rules of Investing podcast, Paradice portfolio manager Troy Angus talks about the important question most investors ignore – ‘Am I wrong?’.
Livewire summarises the thought process that led to Magellan’s decision to play defence right now and increase their cash holding to 15%.
Nick Griffin shares his market outlook and two technology stocks with strong structural tailwinds.
Qiao Ma of Cooper Investors discusses the importance of investing in culture and leadership using an insurance company as an example.
Every year, 4.7 million Australians are diagnosed with one of the conditions that the Florey study. That's why they believe everyone has a stake in medical research.