rachellafazanisJul 251 minAusbiz: Currency impact on business selectionWatch our Portfolio Manager Rob Shears on Ausbiz talking about how currency influences the stocks Rob picks. https://www.ausbiz.com.au/me...
Rob ShearsJul 203 minMarket update: Inflation Long term interest rates are pricing in inflation as a more short to medium term rather than a long term.
Rob ShearsMay 104 minQuarterly Profit updateMarch-April 2022 Newsletter The market has had the opportunity to check its forecasts in the last week and some of our businesses have...
Rob ShearsApr 222 minGreat Company at a Fair Price: Constellation SoftwareConstellation Software is a Canada based conglomerate owning a collection of vertical market software (VMS) businesses. That is,...
Rob ShearsApr 142 minNew Addition: AdobeAdobe is a great business. It is made up of 3 businesses: Creative cloud, Document Cloud and Experience Cloud. The Creative Cloud...
Rob ShearsMar 102 minNew addition: Taiwan SemiconductorTaiwan Semiconductor is one of the most important businesses in the world. It is also one of the most profitable. Of the semiconductor...
Rob ShearsMar 38 minNews: Meta, Magellan and moreIt has been a volatile reporting season. The wonderful businesses we own generally had outstanding results. Alphabet continues to...
Rob ShearsFeb 86 min9 ways to be prepared for stock price dropsHaving been managing client’s investment portfolios for over 15 years now, I know there are very few people who like seeing the value of...
Rob ShearsJan 258 minThe ups and downs of December 2021Magellan: the good and the bad news Magellan hit the front pages of the Financial Review in the last few weeks of December for a few...
Rob ShearsDec 15, 20211 min2021 in ReviewThe year started well For those who like to yell About their loss making stonks But it all came crashing down And many began to frown...
Rob ShearsDec 8, 20214 minTransient or Persistent InflationAmong financial commentators, there is a raging debate over whether inflation is transient or persistent. The problem with the argument...
rachellafazanisDec 7, 20213 minHow to prepare for rising interest ratesWe are reading lots about rising interest rates but what does it mean for investment portfolios? Rising interest rates lead to rising...
Rob ShearsNov 17, 20215 minStartup Idea: NETAName: NETA: Nikola Enron Tesla Alpha A multidimensional crypto powered EV in the sub Metaverse of the Metaverse TAM = Three times greater...
Rob ShearsNov 15, 20211 minOctober 2021 Newsletterhttps://shoutout.wix.com/so/21NqXMCFf?languageTag=en
Rob ShearsOct 8, 20211 minSeptember 2021 Newsletterhttps://shoutout.wix.com/so/71NnPh466?languageTag=en
Rob ShearsSep 28, 20211 minSafety First Investing"Never risk what you have and need for what you don't have and don't need." Warren Buffett If you are already wealthy, it doesn't make...
Rob ShearsAug 24, 20211 minAusbiz Video HubAusbiz has been very generous with their interviews. It is a fantastic channel for Australian financial news and analysis. The...
Rob ShearsJun 16, 20212 minTrustThe world economy works on trust. When you make a payment to someone, you trust that the payment provider will move that money to the...
Rob ShearsJun 3, 20213 minDifferent investment styles and stressBack in 2011, Valor made a considerable amount of money for clients buying dollar for 50c investments. As the markets rose to silly...