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 4/4/2024 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...
Second-Level Thinking: Benefiting from the Rebound of ASX Retail Stocks 12/3/2024 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...
Investment Wisdom: Buying Well 15/2/2024 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...
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,...
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 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...
Successful investing goes beyond making smart decisions; it requires avoiding mistakes and adopting a mindset of longevity and endurance. While taking risks and investing optimistically are important for building wealth, keeping your wealth also demands a mix of...
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 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...
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...
Lessons from Buffett's 2022 Letter 2/3/2023 Warren Buffett, the CEO of Berkshire Hathaway, is one of the most successful investors of all time. Beyond tremendous investing wins, the “Oracle of Omaha” is also an amazing writer. Every year he writes an annual letter to...
