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…
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…
This week Henry caught up with one of the smartest fund managers around. Many will be familiar with Nick Griffin from Munro Partners – he is a frequent valued contributor to Livewire and other media. Nick has spent the last 20 years managing long/short funds and most recently he is the founder and CIO at…
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
This morning Betmakers (ASX: BET) bid for Tabcorp’s (ASX: TAH) wagering arm. It is part cash and part shares. It values the wagering business at $4bn. There is $1bn in cash and $3bn in BET shares. The number of shares that BET proposes to issue would be fixed at the time that any potential transaction…
