s-curve

The S-curve beats the macro every time

Too many investors focus on macro trends, when what really matters is catching a company in the right part of its S-curve, when its earnings and products are about to take off.

value for money in active management; company tax

Franking credits made easy

A reader has asked for the simplest possible explanation of dividend imputation and franking, as the heated debate features many people who do not understand the basics.

policy options

Assessing Labor franking policy options

Investors whose income may be hit by Labor’s franking credits proposal can reallocate away from fully franked dividends to other investments to maintain their income, but it will involve different risks.

long game

What game is your fund manager playing?

Investors do not ask enough questions of their fund managers before they commit money. It’s worth at least knowing whether a long-term view is taken rather than the easier road of jumping in and out of markets.

Ken Henry

Ken forgot it was Kenneth’s stage

Ken Henry deserves to be remembered for a remarkable contribution to Australia including the GFC rescue package, not for a few hours of misjudgement at the Royal Commission, being true to form.

protect investments

4 lessons from Marks on protecting capital

Company valuations will react differently to market conditions, and a stock priced for rapid growth in earnings may be most vulnerable during a market shock or downturn. Lessons are drawn from Howard Marks.

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