Betmakers (ASX: BET) is a back-end technology and data platform for online wagering operations in Australia and around the world. Not a gambling company just to be clear. The stock is up more than 450% in the last year, helped by an acquisition, a growing footprint in the US and the backing of a sector…
AN INVITATION TO MEMBERS Some of you may be interested in this invitation to answer the question: “If you could pass on just one piece of investment wisdom to other Marcus Today Members, what would it be”. You have 50 words or less. I will publish your “wisdoms” for the benefit of other Members in…
The Easter conversation that bounced around the walls of my parent’s house focused on property. Tom, when are you going to buy a house? Where would you like to live? Why would you buy there? Can you afford to live there? Have you been saving for a deposit? Maybe you should ask Marcus for a…
SMA PERFORMANCE MARCUS TODAY GROWTH SMA (MT0001) Source: Praemium The Marcus Today Growth SMA rose 2.75% in February, outperforming the 1.48% rise in the benchmark S&P/ASX 300 Accumulation index by 1.27%. The Growth SMA has risen 15.86% over the past 12 months – outperforming the 7.06% rise in the benchmark index by 8.80%…
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…
It is a year since the bottom of the market on March 23, 2020. Since then, the ASX 200 is up 54.44%…if you bought at the absolute low and sold a year later. What a year of opportunity. For any fund manager getting abused for not achieving 54.44% in the post pandemic recovery year, you…
Another hot listing for this week’s Buy Hold Sell, Airtasker (ASX: ART). As pointed out in the Facebook group, it is arguably too early to provide as in-depth an appraisal of the company as we usually do, nor apply a rating to it. Instead, we have decided to orientate the piece as more of a…
Join us this week for a look at the world of commercial and residential property as we talk to REIT Fund Manager James Storey, Head of Real Assets, from 360 Capital who manages the 360 Capital REIT (ASX: TOT). James has over 15 years experience in real estate funds management with significant experience investing across…
