Hello and welcome to the Rules of Investing, brought to you by Livewire Markets, I’m your host David Thornton.
On the upcoming episode I sit down with Ray David, Portfolio Manager and Partner at Blackwattle Investment Partners. Alongside Joseph Koh, Ray runs Blackwattle’s brand new Long-Short Quality Fund.
Ray has a red flag system for identifying his short and underweight positions. He put CSL through the ringer, and as you’ll learn, it spat out a sea of red flags.
He also discusses the Ponzi scheme that sparked his interest in investment finance, why he’s bullish BHP irrespective of the commodity cycle, and the media company with the best suite of assets on the ASX.
Here’s a preview of what you can expect.
---
A quick note to our loyal listeners. This is the first episode in our long-standing series that has been supported by a trusted partner of Livewire, Bell Direct.
Research shows that experienced investors are looking for an edge. As the first-ever sponsor of Livewire’s “Rules of Investing” podcast, Bell Direct is offering exclusive access to 3 current Bell Potter stock reports every week for a limited time. To claim, hit up belldirect.com.au and look for the Livewire logo.
Uranium Special - The fundies‘ view (part 3)
Uranium Special - Where are we going? (part 2)
Uranium Special - How did we get here? (part 1)
The complete guide to LICs
A hated sector that Ben Graham would love
John Sevior’s simple principles for investment success
Value, growth... Why not both? An interview with Alex Waislitz.
How Harley Grosser turned $100k into $800k in 4 years
How to avoid portfolio bombs
Peter Morgan: The best asset I've ever bought
How to lower your risk and maximise returns
The big picture view on Aussie equities
The ‘special’ stocks Emma Fisher is hitching the Airlie wagon to
Grantham: This is a bubble, this is serious
Preview: Exclusive interview with Jeremy Grantham
Making money from unloved and out-of-favour stocks
Winning the vaccine trade - where to next?
Inside Morgan Stanley’s bullish bet on the recovery
An inflection point for Aussie shares
The biggest question facing investors today
Create your
podcast in
minutes
It is Free
The emPOWERed Half Hour
U.S Property Podcast
Aligned Money Show
Dubai Property Podcast
The Ramsey Show
The Clark Howard Podcast