Inside Investing, Podcast Episode #6

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Welcome to the sixth episode of Inside Investing and our final for 2017.

James Marlay, co founder of Livewire Markets, and I take you inside the investing world we experience each week. Inside Investing Episode #6 features:

  • How the Future Fund invests differently from SMSFs
  • Geoff Wilson’s outlook for 2018 plus Telstra’s prospects
  • EY on global trends in Exchange Traded Funds (ETFs)
  • Chris Cuffe on how Listed Investment Companies report incorrectly
  • Livewire’s stock picking competition
  • The lack of a business case to justify re-building stadiums

Please click on the podcast, and links to the articles are listed below. All Inside Investing podcasts are available on iTunes here.

Links to articles mentioned

Can Telstra be a global technology giant?
The imposing trajectory of ETFs
Why most LIC performance reporting is inadequate
No, Gladys, build it and they won’t come

Livewire Markets 

The content on Livewire complements Cuffelinks as it has a greater focus on stock picking, often sharing the ideas of prominent fund managers in an entertaining video format. Livewire publishes each day and for those of you managing your own portfolios, it can give new investment ideas and thoughts to start the day. For Cuffelinks readers not familiar with Livewire, I recommend visiting their website and registering for the daily newsletter.

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2 Responses to Inside Investing, Podcast Episode #6

  1. Greg December 14, 2017 at 1:28 PM #

    Hi guys,

    Please do return in 2018, I have enjoyed your podcasts immensely.

    Merry Xmas

    Greg

  2. Jack J December 15, 2017 at 8:39 AM #

    On the subject of cryptocurrencies (in your newsletter), this from Peridot Capital:

    On November 15th, The Crypto Company announced financial results for the third quarter. There is no business here. Revenue came in at whopping $6,000 (consulting fees). Cash in the bank stood at $2.6 million, plus another $900,000 worth of cryptocurrencies.

    How much is a company with a few million dollars of assets and no operating business worth? Well, the stock closed that day at $20, giving it a market value of $415 million (~20.7 million total shares outstanding).

    But wait, that’s not the crazy part.

    Shares of CRCW have surged nearly 24,000 percent in just 30 days since then, valuing the company at $10 billion. That is a bubble, folks.

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