I joined Juliette Saly on Ausbiz to discuss how the rise of passive investing is reshaping markets. With ETFs and index funds ...

When I wrote Value.able in 2010, ‘Quality’ as an investing factor was gospel, a foundational truth: buying fundamentally ...

In my latest article for The Australian, I argue that the S&P 500 is no longer the diversified benchmark many investors ...

I joined Kylie Morris on ABC Newcastle Mornings to discuss the impact of Labor’s changes to negative gearing and capital ...

Treasurer Jim Chalmers stepped up to the dispatch box in May 2026 to announce a sweeping overhaul of negative gearing and ...

Many years ago, I was asked by an AFR journalist whether I would revise my valuation of ABC Learning Centres, which was a ...

There is an old political adage that if you want to understand a government’s true philosophy, don’t look at its speeches, ...

Inside every smartphone, laptop, PC, smart speaker, smart TV, digital camera, USB flash drive and gaming console is a memory ...

I joined Jess Maguire on ABC Statewide Drive to discuss the latest ANZ Roy Morgan Consumer Confidence Survey, which shows ...

I joined Juliette Saly on Ausbiz to discuss the ASX debut of FDC Consolidated (ASX), outlining why I believe the construction and fit-out business presents a compelling investment opportunity. I ...