A great podcast today telling the story about the $12 million dollar man – one of our Members who turned $156,000 into $12,000,000 by focusing on the “One Stock Portfolio” method, and he isn’t done yet. In the podcast today we talk about how he did it and what the method involves. We also include…
Does activity equal performance? Find out this week On the Desk as we also explore the ‘buy the dip mentality and do a check-in on some of our recent portfolio changes. Get more insights and stock ideas from the Marcus Today with a 14-day free trial to our newsletter. CLICK HERE to get started
CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST. Take a deep dive into whether cryptocurrencies should be considered an asset class worth having allocation for, find out how much cash and gold are currently held in the growth portfolio and engage in the debate over whether…
Get court-side access to what the Marcus Today team are talking about this week ‘On the Desk’. In this new podcast Tom, Ben and Chris unpack what’s got them excited, concerned or curious. If you have ever wondered what it is like on the other side of the newsletter, then this podcast is for you.…
Join us On the Couch with John Caulfield from Van Eck talking all things ETF with a special focus on the newly listed CLNE and VLUE ETFs giving investors exposure to emerging clean energy and value stocks. A great look at what is driving these ETFs and why they offer good long-term investment potential.
This week we catch up with Portfolio Manager Jun Bei Liu from Tribeca Investment Partners. Jun Bei is a familiar face on financial news media and a truly passionate investor. Jun Bei manages a $1bn long short fund with Tribeca and is a regular participant in prestigious conferences such as Sohn as well as appearances…
I was asked last week about getting exposure to space. Not an easy one to be exposed to and maybe there are better markets and companies out there but there are three on the ASX that sprang to mind. First up is the one that everyone got excited about Electro Optic Systems (ASX: EOS) In the…
It is a great time to catch up with Fund manager Julia Lee from Burman Invest. We take a deep dive into some of the companies Julia was watching over results season and how they reported and look at what’s ahead for those companies and the market in 2021. Julia Lee is a familiar face…
The Commonwealth Bank (ASX: CBA) results from today are OK but not dazzling. The 67% payout ratio (150c interim dividend up from 98c) is below the 91% pre-pandemic payout ratio and below the company’s stated 70-80% full-year target range. Revenue is down 1% in the first half with net profit down 21% and cash profit…
This excerpt is taken from Henry’s Take where Henry explores whether you should sell Polynovo (ASX: PNV) and buy Avita (ASX: AVH). In any market, you have to compare like with like. When you look at fruit, you hold the apple in your hand and compare it to all the other apples. No use trying…
