Ally Selby

Nov 27, 2024 | livewiremarkets.com | Ally Selby

Note: This interview was recorded on Wednesday 20 November 2024. Seneca's Luke Laretive has had an objectively good year. In his first 12 months of running the firm's new small-cap strategy, he's delivered his investors a return of 28.36% (an excess return over the Small Ords benchmark of nearly 10%).

Nov 27, 2024 | livewiremarkets.com | Ally Selby

Note: This episode was recorded on Thursday 31 October 2024. Investing legend Warren Buffett's most famous quote is likely "Be fearful when others are greedy and be greedy only when others are fearful.” And yet, it seems we've forgotten the Oracle of Omaha's words of wisdom. No one seems to be fearful today - with global markets reaching all-time highs and sentiment remarkably bullish.

Nov 24, 2024 | livewiremarkets.com | Ally Selby

Note: This interview was recorded on Thursday 21 November 2024. Chris Hulls, the fresh-faced CEO and Co-Founder of family tracking app Life360 (ASX: 360), is unwaveringly bullish on the outlook for location tracking services globally.

Nov 24, 2024 | livewiremarkets.com | Ally Selby

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Nov 21, 2024 | livewiremarkets.com | Ally Selby

I would say at the moment, both recently reported at the top of our list, big weightings in the fund, both at reasonable valuations - would be Visa (NASDAQ: V) and Alphabet (NASDAQ: GOOGL). It's actually interesting. With something like Alphabet, people go on about the Mag 7. It's actually trading at a 10% discount to the market as a whole. It just reported very, very strong results. Now, obviously, the concern is around the DOJ [US Department of Justice] inquiry there.