Welcome to another session ‘On the Couch’. This week, Henry catches up with the Co- Founder of EMVision, Scott Kirkland. EMVision is a ASX listed Sydney company bringing portable and accessible devices for stroke patient treatment both in a hospital setting and the next step in ambulances. Fast decisive action in stroke victims is imperative…
Magellan Financial (MFG) – Is a specialist fund manager offering four core investment strategies – Global Equities, Global Listed Infrastructure, Sustainable, and Australian Equities (via Airlie Funds Management). The divisions target retail investors in Australia and NZ and institutional investors around the globe. The bulk of its revenues come from management fees which are derived…
If you are making a loss, read this list. You will have sold before you get to the bottom. I was working for a Japanese broking house in London in 1987 when the stock market collapsed. The principal trading book (the broker’s own money traded in the markets by a team of professional traders) started…
A harmless question in the office sparks debate about the polarising one stock portfolio. Tune in for Ben, Tom, and Chris’ top three picks and the sectors that they expect to outperform in the next 12-months. Get more insights and stock ideas from the Marcus Today with a 14-day free trial to our newsletter. CLICK HERE…
The Marcus Today Growth SMA fell 1.02% in May, a disappointing result, with poor returns from a number of our large overweight exposures dragging our performance lower. The benchmark S&P/ASX 300 Accumulation index rose 2.31% for the month…with losses from the likes of FLT (-9.1%), QAN (-4.9%), WPL (-4.6%), STO (-3.0%) and WOR (2.8%).
I canvassed the Marcus Today Team this week asking what stock they would put into their own personal “One Stock Portfolio”. The answers were interesting. The question was based on our recent article about the ONE STOCK PORTFOLIO and our Member who turned $157,000 into $12m (now $15.3m) – Click below. Note that picking your one…
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…
