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9 May 2024
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People love new things, and investors are no different. But there's something to be said for older businesses that have a proven formula for success, and here are nine ASX-listed stocks that fit the bill.
Jack Gance is one of Australia's most successful entrepreneurs having built two market leaders from scratch. Here is the story of how he founded Chemist Warehouse and expanded it into today's retailing behemoth.
Jack Gance is a rare entrepreneur who’s created two market-leading businesses from scratch. He reveals how he started with limited capital, how he scaled up with innovative marketing and the lessons learned.
Following an overseas trip to see facilities and meet management and competitors, a fund manager has strengthened her conviction on three key stocks. Some companies can prosper in an economic slowdown.
Over decades, relatively few companies generate all the stockmarket's outperformance. Is this an argument for passive investing or does it prove active investing is rewarded? Bessembinder lets you decide.
The ability to adapt to change makes a company more likely to sustain today’s profitability. There are five value chains plus a focus on cashflow and asset growth that the 'transition winners' are adopting.
There are 75 brands owned by LVMH which operate as largely independent businesses, keeping them agile and entrepreneurial. The company’s response to the Covid pandemic was a great validation of this strength.
Focus on what you're good at. If you have no insights on macro themes or market trends but can spot a great company, that should be your emphasis, while carefully watching entry and exit prices.
Fortescue, Crown, TPG Telecom, 7 Group, Flight Centre and Wisetech are the Australian companies among the family/founder businesses showing resilience in the COVID-19 pandemic versus non-family peers.
The attributes of great growth companies are not all contained within the numbers that look at the recent past. Investors need to analyse the industry growth trajectory, the barriers to entry, and the corporate culture.
There's a lot more to identifying great small companies than the financials, and it pays to lift the lid on the underlying characteristics of the best businesses, including the people who run them.
Life has radically shifted with my brain cancer, and I don’t know if it will ever be the same again. After decades of writing and a dozen years with Firstlinks, I still want to contribute, but exactly how and when I do that is unclear.
How useful are the retirement savings and spending targets put out by various groups such as ASFA? Not very, and it's reducing the ability of ordinary retirees to fully understand their retirement income options.
Australia will have 3.7 million more people in a decade's time, though the growth won't be evenly distributed. Over 85s will see the fastest growth, while the number of younger people will barely rise.
The $3 million super tax will capture retired, and soon to retire, public servants and politicians who are members of defined benefit superannuation schemes. Lobbying efforts for exemptions to the tax are intensifying.
Recently, I compiled a list of ASX stocks that you could buy and hold forever. Here’s a follow-up list of US stocks that you could own indefinitely, including well-known names like Microsoft, as well as lesser-known gems.
Debates about retirement tend to focus on the financial aspects: income, tax, estates, wills, and the like. Less attention is paid to the psychological challenges of retirement, which can often be more demanding.