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21 November 2024

Home / 409

Edition: 409

1-10 out of 10 results.

Welcome to Firstlinks Edition 409 with weekend updates

  • 27 May 2021
  • 6

Share investors focus on buying well and selling well, but holding well is at least as important. Next time you attend a fund manager presentation, ask about their longest investment. If they are skilled at identifying great companies, there should be plenty of long-term holds. On the other hand, blind devotion to a company whose fortunes are deteriorating is also a failing, so watch where a fund manager falls in love with a stock.

Dogfooding and how we expect our leaders to invest

We expect portfolio managers to invest in their own funds and executives to own shares in their companies so they have 'skin in the game'. Should government leaders have more investing and business experience?

Single-period measures do not work for great growth companies

The traditional single-period measurement tools such as P/E or EV/EBITDA do not allow for cashflows looking out many years, which are needed to value great companies of the future such as Xilinx, Nvidia and Qualcomm.

Budget makes home equity loan more attractive to seniors

The Pension Loans Scheme has generated little interest but Budget improvements may change that, including the introduction of lump-sum payments. It is also available to non-pensioners but the rate remains too high.

Is crypto a currency or a collectible?

Cryptocurrencies have created the perfect recipe to encourage speculation with the most important ingredient for a bubble to form being something new and shiny to attract investor attention. What's it really worth?

Why investment stewardship matters for long-term investors

A fund that is 'passive' does not mean its managers merely invest as directed by the index with little concern for ESG risks. Good stewardship is valued as much by 'indirect' investors as direct shareholders.

China’s new model is a plan for a hostile world

China is approaching a 'Lewis turning point' at the same time it faces a demographic time bomb with its rapidly-ageing 1.4 billion population. How it solves these problems will have a massive impact on Australia.

$17.7 billion aged care plan welcome but many will miss out

The $17.7 billion plan for aged care looks exciting but while the system will provide greater choice, transparency and care for many, there will still be senior members of 'Team Australia' who miss out.

Whoyagonnacall? Off-the-plan should not be off-the-cuff

In response to reader requests, we have combined the two articles on '10 unspoken risks buying off-the-plan' into one PDF report to share with friends and family. Apartment living can be great but watch for traps.

Avoid these top five errors in your SMSF annual return

The Australian Taxation Office has issued a directive about the top five errors in SMSF annual returns. Although many leave these to an administrator, it's worth knowing what's happening behind the scenes.

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Vale Graham Hand

It’s with heavy hearts that we announce Firstlinks’ co-founder and former Managing Editor, Graham Hand, has died aged 66. Graham was a legendary figure in the finance industry and here are three tributes to him.

The nuts and bolts of family trusts

There are well over 800,000 family trusts in Australia, controlling more than $3 trillion of assets. Here's a guide on whether a family trust may have a place in your individual investment strategy.

Welcome to Firstlinks Edition 583 with weekend update

Investing guru Howard Marks says he had two epiphanies while visiting Australia recently: the two major asset classes aren’t what you think they are, and one key decision matters above all else when building portfolios.

  • 24 October 2024

Warren Buffett is preparing for a bear market. Should you?

Berkshire Hathaway’s third quarter earnings update reveals Buffett is selling stocks and building record cash reserves. Here’s a look at his track record in calling market tops and whether you should follow his lead and dial down risk.

Preserving wealth through generations is hard

How have so many wealthy families through history managed to squander their fortunes? This looks at the lessons from these families and offers several solutions to making and keeping money over the long-term.

A big win for bank customers against scammers

A recent ruling from The Australian Financial Complaints Authority may herald a new era for financial scams. For the first time, a bank is being forced to reimburse a customer for the amount they were scammed.

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