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Do Leadership Spills Move Markets?

Australia has a new Prime Minister, once again the top job was taken through an internal party spill rather than at the ballot box. Of our last 5 Prime Ministers, the majority (Gillard, Turnbull, Morrison) have become PM through internal party politics rather than by the will of the voters. On the politics, there isn’t much more we can add …

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Pardon the Jargon #2: 5 more terms you should know

Investing jargon. We hate it. Nothing makes it harder for new investors to get started than overcoming the wave of acronyms and terminology that comes with investing. In episode 67 (listen here) we broke down 5 key investing terms. In this blog post we break them down further, and include a lot of the detail we couldn’t include in the …

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Like, Share, Comment, Delete: Social Media’s Rough Week

02/08/2018 Why Facebook and Twitter both fell over 20% last week. It is reporting season once again in America, as companies report their 2nd quarter (April-June) results to the market. What caught our attention was the performance of the world’s largest social media companies – Facebook and Twitter – that both saw their share prices fall despite reports that didn’t …

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Race to $1 Trillion

19/07/2018 $1 Trillion. $1,000,000,000,000. One thousand billion. One million million. It’s a big number. Amongst some of the biggest companies in the world, the race is on to be the first company with a market cap of $1 trillion. No company in history has ever reached this milestone before. For the new investor, the market cap is calculated by taking …

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Let’s Review Jim Cramer’s 2000 Stock Picks

11/04/2018 We recently stumbled upon a speech Jim Cramer gave at the height of the tech stock market bubble (in 2000) picking his top 10 stocks. Cramer, at the time, was a noted hedge fund manager and has gone on to become a bestselling author and host of CNBC’s Mad Money. In all, a very well respected investor. This post …

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Spotify’s going public and it doesn’t need any help

20/03/2018 Save the date – April 3 – Spotify is going public. The company has ruffled some feathers by choosing to cut investment bankers out of the process. Instead of an Initial Public Offering, they are going public via a Direct Public Offering. We thought we’d put together a quick blog post explaining the company and the different way they have …

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5 Highlights from Reporting Season so far

24/02/2018 In Australia we have two main reporting seasons, February and September. This is when publicly traded companies announce their half year (February) and full year (September) trading results to the market. It is a good opportunity to review your investments and to consider whether your investment thesis still holds. It can also be a fascinating time as interesting stories …

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Moats: What are they and why should I care?

It is often said, investors should look for companies with moats. Now everyone knows what a moat is literally, but outside of European castles and celebrities homes in LA, it’s tough to find a moat these days.

So what do we mean when we talk about a moat in an investing context?

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Have you paid you stupid tax?

03/09/2017 Exchange Traded Funds (ETF’s) are all the rage in investing circles these days. For those readers new to investing, an ETF is something you can invest in that gives you access to a variety of stocks with one purchase. Rather than buying one company on the stock market, you can buy an ETF – which gives you exposure to …

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Afterpay Update: 5 Big Questions from the Recent Merger

19/07/2017 Big news for our stock of the week pick Afterpay. As a quick refresher – Afterpay is an online payments company that partners with online retailers and allows shoppers to pay purchases off in instalments without incurring any interest payments. By way of an example –  want to buy a $1000 jacket? With Afterpay that jacket is now $250 …