In recent years, major car manufacturers worldwide set aggressive goals for electric vehicle production, underwriting a chasm-like deficit in the lithium market. As the reality of the situation kicked in, and people started wondering where it was all going to come from, lithium prices increased a staggering tenfold in a little over 12 months. …
There is a well-known investment theory of mean reversion. What were dogs one year becoming superstars the next. It is something we have adopted in the Marcus Today newsletter with some of our so-called ‘Corona Packs’. These are six-packs of stocks that cover a theme or sector, and give investors a more concentrated and focussed alternative…
What a year it has been. One standout story this year has been the transition from fossil fuels and ICE’s (internal combustion engines) to the new clean and green world of Electric Vehicles. The ‘go to’ commodity for this climate change buster is, of course, lithium. We only have to look at the recent results…
What is the metaverse and how does an Australian investor get exposure to it? The 21st century has seen a bigger revolution than the steam engine or the Spinning jenny. The internet has profoundly changed our lives in every way imaginable. Whether it is in education, healthcare, social media or entertainment, being able to interact…
2021 has been the ‘Year of the Vaccine’ and what it has meant for your investments. Obviously there have been winners and losers, the ASX 200 has rallied from 6500 to 7400 as conditions have returned to normal or at least the new normal. CV19 has produced some strange winners and highlighted the strong businesses…
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…
MOBY DICK Fair to say its not an easy book to read. In my youth, I tackled some of the classics, mainly because I had to, I did English Literature at school back in 1980 and Melville’s classic was always one that proved just too hard to get into. I have watched the film and…
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…
