When the hype disappears and fundamentals reappear
In June 2018, we published an article comparing the valuations of A2 Milk – at the time, a poster child for many ‘growth’ investors...
Quality mid and small cap companies produce positive results despite COVID-19
We discuss the results for some key companies held across IML’s mid and small cap...
Buy Hold Sell: The 5 highest-yield stocks on the ASX
Michael O'Neill joins Livewire to discuss five high-yielding stocks on the...
Do fundamentals matter? (Part 2)
We discuss why investing on the basis of quality and value in well-established, profitable companies with sound fundamentals will...
Where is the upside in Telstra?
We discuss why we believe that Telstra is in a strong position to improve its financial position and why have we increased our holdings...