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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…
Hansen Technologies (ASX: HSN) is a billing software provider that serves 600+ customers in over 80 countries. Most of its customers are in the utility space – think gas, electricity, water and communications industries. The company has been in focus recently following a deal with German telco provider, Telefonica, back in March. The agreement was…
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…
Mineral Resources (ASX: MIN) is more than your average miner with a few divisions under the umbrella. It recently presented at the Bank of America mining conference and highlighted that it is a leading pit-to-port mining services provider, a top-five lithium miner with joint ownership of the largest hard rock lithium deposit, and the fifth-biggest…
Henry sat down with Geoff Lord and Kurt Hansen from Tesserent (ASX: TNT) this week and spent a terrific 30 minutes chatting all things cyber and how the TNT business is going. Geoff Lord needs no introduction, and he was a lovely down-to-earth guy and very generous with his time. Some may remember Geoff from UXC which he founded, built, and…
CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST. Take a deep dive into whether cryptocurrencies should be considered an asset class worth having allocation for, find out how much cash and gold are currently held in the growth portfolio and engage in the debate over whether…
