A Quick Word About Volatility

The past week has been tough on growth investors.

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Are the big banks finally cheap?

Investors hoping that the big banks will recapture their valuations of yesteryear could be waiting a long time.

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Good or bad, luck plays a part in all investing outcomes

The more an investor sticks to a defined process, though, the better the odds of playing an increasing role relative to luck.

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Understanding Software as a Service

Not all SaaS companies are created equally, though.

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Guacamole, data and your gut

When it comes to investing trust the data, not your gut

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When big is not beautiful

Don't confuse large with robust.

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A lot to be said for buy-and-hold strategies

Successful investing is hard. It gets a lot harder, though, when you try to rush your way to riches.

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Tourism stocks have their day in the sun

Take it from an American who has settled in Sydney: Australia is a glorious place to live, work and play.

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FANGs are no threat to Australian Banks (but here’s what you should worry about)

Facebook, Amazon, Netflix and Google (part of Alphabet) have changed the way we live, work, play and transact.

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Taking the Broader View

I get it – I'm an investor myself – and no matter the story a company tells today its financial statements will eventually act as

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