Stock Insight

Second-Level Thinking and US Homebuilders

Second-Level Thinking and US Homebuilders

The Standard & Poor’s Homebuilders exchange-traded fund (ETF), XHB, has increased by more than 30% in 2023 and 40% over the last 12 months. A number of homebuilder stocks such as PulteGroup (NYSE: PHM) and renowned value investor David Einhorn’s Green Brick...

A Rough Ride for Retailers

A Rough Ride for Retailers

Australia’s unemployment rate has defied the doom and gloom predictions, falling to 3.6% in May from 3.7% in the prior month. Around 61,700 jobs were added across the country, most of which were full-time roles. The number of employed in Australia reached 14 million...

Does Valuation Really Matter?

Does Valuation Really Matter?

Crucial to successful investing is recognising the difference between price and value. In the 2008 Berkshire Hathaway letter to shareholders, legendary investor Warren Buffett wrote, “Long ago, Ben Graham taught me that price is what you pay; value is what you get.”...

Renewed Investor Enthusiasm: Lithium

Renewed Investor Enthusiasm: Lithium

With the world's growing reliance on alternative energy sources, the investment landscape is increasingly fixated on lithium. Lithium is integral to the batteries powering electric vehicles and much more. After steep declines in lithium prices to start the year,...

Battle of the Titans: Cloud and AI Edition

Battle of the Titans: Cloud and AI Edition

GhatGPT has set the online world alight and sparked debate over the future of almost everything. We look at a monumental battle between two behemoths of the tech industry...   ​The launch of ChatGPT has set the online world alight, amassing more than a million...

A Small Cap With Big Potential: IPD Group

A Small Cap With Big Potential: IPD Group

Electrical products distributor and services provider, IPD Group Ltd (ASX: IPG) was listed in December 2021 and is an ASX rarity: the company has seen sustained share price growth since its IPO despite the market turmoil of 2022, especially in small caps. Last week...

Investing in the Picks & Shovels of the Future

Investing in the Picks & Shovels of the Future

According to the International Energy Agency (IEA), electric vehicles (EVs) account for only 9% of new cars sold today. This is expected to rise dramatically over the coming years, with a fleet of over 300 million anticipated by 2030, totalling 60% of new car sales....

ASX Small Caps: 3 Reasons To Not Lose Your Nerve

ASX Small Caps: 3 Reasons To Not Lose Your Nerve

Investing in small-cap stocks can be a rollercoaster ride. Aside from their ability to generate outsized returns, Micro and small caps tend to be more volatile, experience larger downturns, and have lower liquidity than their larger counterparts. And it is times like...

Why Not Go Global? These 2 Stocks Offer Value Right Now

Why Not Go Global? These 2 Stocks Offer Value Right Now

One of the biggest advantages of investing part of your portfolio in the global equity markets is the ability to gain exposure to industries and specialty companies that are not as prominent in Australia. This includes the likes of luxury brands in Europe (e.g., LVMH,...

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