The good news about negative media articles is that a story only needs to become slightly more positive to create an investment opportunity. Just look at Facebook and a bad news day.
Author Archive | Jason Sedawie
Two strong trends at the moment centre around our increasing addiction to the selfie and online gaming. These major global themes also have related investment opportunities.
Retail investors don’t always have access to the sophisticated tools used by professional fund managers to conduct company research, so here are some readily available investing tools that require just an internet browser.
Annual reports are often long and laborious and read by few people, but there are gems among the more personal CEO letters that are far more informative.
The success of companies such as Starbucks, Amazon, and Google is a result of a talented and dedicated founder leading the way. Their long-term vision drives innovation and pushes past set-backs along the way.
Facebook, Tripadvisor and Alibaba – they’re great businesses because they require no inventory, have low capital costs, relatively few staff and their own customers generate the content.
Investing in global opportunities allows a portfolio to benefit from trends and industries that are not available in Australia, and even when a company is listed here, it may be cheaper overseas.