Investment Philosophy

Jim Simons: A Legacy of Mathematical Brilliance and Investment Pioneering

Jim Simons: A Legacy of Mathematical Brilliance and Investment Pioneering

16 May 2024Investment Philosophy

The investment world mourns the loss of another titan: Jim Simons, a prizewinning mathematician who transitioned from a stellar academic career to finance — a field he initially knew little about — to become one of Wall Street's most successful investors. ​ Simons,...

Fast Thoughts, Slow Wisdom: The Legacy of Daniel Kahneman

Fast Thoughts, Slow Wisdom: The Legacy of Daniel Kahneman

3 Apr 2024Investment Philosophy, Market Insight

Daniel Kahneman, an Israeli-born American Nobel prize-winning author, passed away on March 27 at age 90. For those yet to become familiar with his work, he was a psychologist at heart but to many he will be remembered as a pioneer in what has become known as...

Second-Level Thinking: Benefiting from the Rebound of ASX Retail Stocks

Second-Level Thinking: Benefiting from the Rebound of ASX Retail Stocks

13 Mar 2024Investment Philosophy, Retail, Stock Insight

The Australian consumer has navigated a complex landscape over the past 12-18 months. Grappling with the repercussions of a post-pandemic surge in inflation, the Reserve Bank of Australia has raised interest rates 13 times since May 2022 with the current cash rate...

Investment Wisdom: Buying Well

Investment Wisdom: Buying Well

19 Feb 2024Investment Philosophy, Market Insight

On a Behind The Memo podcast last year, renowned value investor Howard Marks stated that: “What I learned from my first 10 years of experience is that good investing doesn’t come from buying good things but from buying things well. The difference is more than...

The Power of Positive Thinking

The Power of Positive Thinking

16 Nov 2023Investment Philosophy, Market Insight

The Power of Positive Thinking 16/11/2023 Economist Paul Samuelson is famously quoted as saying that the stock market has predicted nine out of the last five recessions. While somewhat satirical, this quip demonstrates how poor investors and economists are at...

What Really Matters in Investing

What Really Matters in Investing

21 Jun 2023Investment Philosophy, Market Insight

What Really Matters in Investing 22/6/2023 The world of investing can be a complex and ever-changing landscape, and the financial media can make it even more confusing, having you believe that the macroeconomic news of the day is the most important factor in any of...

Common Investing Mistakes Are More Common Than You Think

Common Investing Mistakes Are More Common Than You Think

14 Jun 2023Investment Philosophy, Market Insight

Common Investing Mistakes Are More Common Than You Think 15/6/2023 There is an old saying on Wall Street that “financial markets are driven by just two powerful emotions: Greed and Fear.” Investors often let their emotions dictate their decisions on when to buy, hold...

Special Situation Investing

11 May 2023Communication, Investment Philosophy, Stock Insight

In this week's article, we will explore a distinctive investment approach that has the potential to serve as a viable pathway for maintaining overall portfolio returns, regardless of the broader market conditions...   ​This approach is known as special situation...

Optimism is Simple, Not Easy

Optimism is Simple, Not Easy

3 May 2023Investment Philosophy, Market Insight

Optimism is Simple, Not Easy 4/5/2023 Following a promising beginning to 2023, it seems that gloomier news headlines have resurfaced, vying for your attention... ​As of writing, the ASX200 has pulled back just over 2% in less than 24 hours, Oil prices have retreated...

Why It Pays to be a Long Term Investor

Why It Pays to be a Long Term Investor

4 Apr 2023Investment Philosophy, Market Insight

Why It Pays to be a Long Term Investor 27/4/2023 Every year, index fund provider Vanguard makes a chart available that shows the returns of various asset classes over the past 30 years: shares (Australian, international and U.S.), bonds, Australian-listed property,...

Growth Investing: Is now the time to be a contrarian?

Growth Investing: Is now the time to be a contrarian?

22 Mar 2023Investment Philosophy, Market Insight

Growth Investing: Is now the time to be a contrarian? 23/3/2023 Not everyone is cut out for contrarian investing. Typically, purchasing shares in an index hugging ETF is a simpler option than formulating a distinctive investing strategy that capitalises by going...

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