-
Oct 29, 2024 | 
moneymag.com.au | Simon Brown |Dale Gillham |Chad Padowitz
"There is no such thing as 'away' - when we throw anything away it must go somewhere." - Annie Leonard, environmentalist and sustainability advocateAncient Greeks created waste dumps and required waste to be removed at least one mile from the city. The concept in society today, is not overly different to the Ancient Greeks. Waste is collected and transferred to disposal sites (either nearby or even overseas). The quantum and scale of waste however, makes it immensely more challenging today.
-
Oct 21, 2024 | 
moneymag.com.au | Chad Padowitz |Dale Gillham |Chris Batchelor
Ambev is one of the largest brewing companies globally and holds a dominant position in Latin America's highly concentrated beer market. With attractive organic growth prospects, high returns on capital, and a strong balance sheet, Ambev offers substantial upside at current prices.
-
Jul 8, 2024 | 
investordaily.com.au | Chad Padowitz |Jessica Penny
Given enough time, investments are likely to increase in value, even if there are periods of negative returns. By riding out fluctuations, investors can benefit from the general upward trend of the market. However not everyone has time to wait for the market to recover from a downturn. Retirees, no longer earning a wage, are drawing down on what they’ve saved.
-
Jul 4, 2024 | 
moneymag.com.au | Dale Gillham |Tom Watson |Tony Sycamore |Chad Padowitz
According to some, few issues today are as urgent as climate change. The world is aiming for a cleaner planet by 2050, and while alternative energies have made significant strides, imagine the potential of an infinite clean energy source. Enter Helium-3. The catch? It's located about 400,000 kilometres away on the moon.
-
Jul 2, 2024 | 
moneymag.com.au | Chad Padowitz |Tom Watson |Tony Sycamore |Chris Batchelor
We estimate the fair value of Brenntag shares to be around 95 euros per share by 2027, including dividends. This offers a significant upside on the current price (at the time of writing) of 65 euros. There are four parts to achieving fair value. Firstly, we assume gross profit will continue expanding at a rate of 3% each year - 3% from M&A and 1% from organic growth. The 4% growth is conservative compared to both company targets and the 7% historical growth.
-
May 27, 2024 | 
livewiremarkets.com | Chad Padowitz
Markowitz’s Modern Portfolio Theory, first published in a paper in 1952, showed how uncorrelated assets complement each other, lowering risk while at the same time increasing expected returns. In the most basic sense, diversification is achieved by investing in different asset classes that are expected to have low correlation with one another – equities, bonds, real estate, and cash. What drives that low correlation is the different primary risk that each asset class is exposed to.
-
Apr 25, 2024 | 
moneymag.com.au | Thomas Wickenden |Chad Padowitz |Cassandra Baldini
Gold is trading at all-time highs after breaching levels not seen since the yellow metal's dramatic rise and fall in the 1970s and 80s. Interestingly enough, some of the factors driving today's gold rally are similar to the 1980s. Back then high levels of inflation set the trend for gold prices while a combination of geopolitical uncertainty and aggressive US federal fund policy led to the gold prices short-term and dramatic spike.
-
Mar 14, 2024 | 
moneymag.com.au | Dan Miles |Dale Gillham |Chad Padowitz
US share markets have raced ahead in 2024 led by Nvidia and the strong performance of technology shares. Gains have come despite a rise in long-term bond yields and investors need to be cautious in the months ahead as share prices could disappoint if yields keep on climbing and rate cut expectations keep being pushed out, which could put a brake on market confidence.
-
Mar 12, 2024 | 
moneymag.com.au | Chad Padowitz |Dale Gillham |Chris Batchelor
Nestlé owns one of the best portfolios of food and beverage brands in the world. The power of these brands is apparent throughout Nestlé's financial statements, which as bottom-up analysts, is our primary focus and the real litmus test. Organic sales have consistently grown at around 5% a year since 2009 with volume/mix contributing around half of this, arguably the best measure of brand health.
-
Feb 29, 2024 | 
moneymag.com.au | Thomas Wickenden |Dale Gillham |Chad Padowitz
Over the last few years, ETFs have opened the world of investing in different parts of the market. One area that investors have gravitated towards is technology, as it becomes an increasingly important way to build long-term wealth. For example, the US share market hit new highs in recent weeks, propelled by surging technology companies such as Microsoft, Alphabet, Amazon and Nvidia, which are all listed on the Nasdaq.
