It’s all so short-term when you write daily. I sometimes go back to newsletters from a year or more ago and, with the knowledge of hindsight, read in minute detail the reaction to overnight events and realise that we look too closely at the market. Much too closely, because, as always with investment in hindsight,…
Endeavour Group (ASX: EDV) is the value release from Woolworths (WOW) and the biggest capital market transaction of the year with a $12bn valuation on listing. The split is as neat as they come with a one-for-one distribution of Endeavour shares to Woolworths shareholders. WOW will keep a 14.6% interest in EDV, and Bruce Mathieson…
In this weeks’ special ‘On the Couch’, we catch up with Mark Landau, the CIO of Long Short Fund (LSF) and the Co -Founder of L1 Capital. As many of you will know, we have been big supporters of LSF ,and have done extremely well out of this LIC which we first started buying in…
How important is it to have a trading plan? This week on the desk we discuss this question, what the future holds for former market darling NextDC (ASX: NXT), and what you need to know for the end of financial year. Get more insights and stock ideas from the Marcus Today with a 14-day free…
Autosports Group (ASX: ASG) is best known for dealing in the luxury car market, representing brands like Aston Martin, Bentley, Lamborghini, Maserati, McLaren and Rolls-Royce. It has more than 40 retail businesses throughout Sydney, Melbourne, Brisbane and the Gold Coast. The new vehicle segment of the business made up the bulk of its revenues in…
MEMBER EMAIL Hi Marcus You will of course not remember this, but we met at the seminar you held in Perth a few years back. I then asked you your opinion on the, then budding, lithium market and you were positive towards it. You said that there is a lot to be said for focusing…
What approach gives you more of an edge? Bottom-up or top-down? This week on the desk the boys discuss this, whether investing in Australia is limiting your options, and unpack our alarmist obsession with inflation. Get more insights and stock ideas from the Marcus Today with a 14-day free trial to our newsletter. CLICK HERE to get…
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…
On the desk gets taken online as Victoria’s lockdown separates Ben, Chris and Tom. This week they mull the markets new all-time high, is it sustainable? Discuss the outlook for commodities and unpack a common retail investor mistake. Get more insights and stock ideas from the Marcus Today with a 14-day free trial to our…
