long short investing

Latest news and analysis on long short investing

Equities

Long and Short Opportunities within the ASX

Blackwattle Investment Partners' Ray David discusses the best Long and short opportunities currently on the ASX following reporting season.
AX1
CAR
+2
Ray David
Blackwattle Investment Partners
The Rules of Investing

Blackwattle's Ray David is raising red flags about market darling CSL

Plus, the company with the best suite of assets on the ASX
BHP
CSL
IPL
+3
The Rules of Investing
Livewire Markets
The Rules of Investing

The only ASX stock with a return on equity of over 50%

How Auscap's Tim Carleton is finding value in beaten up sectors
JBH
NCK
REA
The Rules of Investing
Livewire Markets
Equities

Andrew Clifford: Investors will no longer speculate on "the shiny future of the unproven"

Investors should be focusing on ex-US opportunities, argues Andrew Clifford, Co-CIO at Platinum Asset Management.
+2
Hans Lee
Livewire Markets
Rapid Fire

Why growth equities are the new contrarian picks: QVG Capital

Barely a few years ago, Growth was hot. Today, it's about yield. Here's why now is the time for out-of-fashion Growth.
APX
EOF
+14
Sara Allen
Livewire Markets
Expert Insights

Paradice's 3 preferred materials exposures and 1 sector to avoid

In a normal cycle, high prices for commodities from high demand would lead to increased supply and finally a drop in prices – but these are far from normal times....
BHP
IPL
+4
Livewire Exclusive
Livewire Markets
Funds
Sponsored

Totus Capital’s proven approach for good times and bad

Totus aims to compound and preserve investors’ capital alongside the Portfolio Managers’ own over the longer term, regardless of conditions in the broader equity...
Ben McGarry
Totus Capital
7