The Constant Investor – Alan Kohler

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SSGA Global Index Plus Trust to exclude tobacco, controversial weapons

State Street Global Advisors (SSGA), the investment management business of State Street Corporation, has decided to exclude tobacco and controversial weapons shares from the State Street Global Index Plus Trust.

Rachel Alembakis September 20, 2017 Sustainability - With Rachel Alembakis

Labour increases, RBA Board exudes quiet confidence, gold sector valuations a-go-go

This week, brokers were busy analysing the impacts of the August labour force report – more than 52,000 jobs added, although J.P. Morgan pokes at why the large increase in full time jobs seems to be disconnected to the utilisation rates.

Rachel Alembakis September 20, 2017 Broker Research

The Agronomy Economy

CropLogic is a New Zealand based startup which carries out most of its business in the State of Washington in the United States. They provide technology services for agronomy by using aerial imagery and probes in the ground, as well as meteorological data.

Alan Kohler September 20, 2017 CEO Interviews

Latest

Ardea Resources – ready, steady, cobalt!

Ardea Resources is the owner of one of the world's largest cobalt deposits in Western Australia. Managing Director, Matt Painter says contrary to popular belief, there is actually more cobalt and more nickel in most lithium ion batteries, than there is lithium! Cobalt is now the hottest metal in the world, demanding more than $61,000 per tonne.

Alan Kohler September 19, 2017 CEO Interviews

Medicinal cannabis is delivering results – both for patients and investors

The Hydroponics Company has the excellent benefit of having the ASX code THC. CEO, Andrew Beehag, says THC investors aren't just looking for big returns as the next big thing, but they are very interested in the outcomes for ailments such as epilepsy.

Alan Kohler September 18, 2017 CEO Interviews

Giving the finger to the index, AI, block chain and Jack Ma as Michael Jackson

I am still thinking about my interview with Nick Griffin yesterday. It's really only a matter of time before AI is the new normal, but how to invest in it? There are so many unknowns these days: artificial intelligence is definitely one, but lately macroeconomics has become an unknown as well! No one really knows what’s happening anymore. And then there’s Bitcoin and blockchain. While I am skeptical about Bitcoin, at least I have an open mind, unlike a certain Jamie Dimon.

Alan Kohler September 16, 2017 Weekly Overview

Alan Kohler interviews Alan Kohler and heavens above – it’s great

Imagine the delight of The Constant Investor team to learn we had a subscriber named: Alan Kohler! We knew we had to get him on the 'blower' for an interview with Alan Kohler.

Alan Kohler September 15, 2017 The Curious Investor

Was Myer the worst float ever? A big bank calls BS on bitcoin. Why those new iPhones are cheap

This week James Kirby and Alan Kohler make a case for why an $1,800 iPhone X could be the cheapest thing you’ve ever bought. We also evaluate AGL boss Andy Vesey’s handling of the ongoing Liddell power station brouhaha. And we love a bit a property market chatter.

Alan Kohler September 15, 2017 The Money Cafe

Parking management and technology combine in Smart Parking

Smart Parking CEO, Paul Gillespie, details how they are a parking management company and a technology company - plus how the internet of things will impact parking.

Alan Kohler September 15, 2017 CEO Interviews

Melbourne scientist leads research to revolutionise cancer treatment

Dr Melissa Davis is a computational biologist and Laboratory Head of the Bioinformatics Division at the Walter and Eliza Hall Institute. Driven by a passion to make the cancer diagnosis a less devastating one, Melissa and her team are at the cutting edge of bioinformatic studies aimed to reduce the traumatic side effects patients experience while being treated for cancer.

Catherine Robson September 15, 2017 Success Stories - With Catherine Robson

The week that was & the week ahead

Economist Stephen Koukoulas charts the week in finance with a review of this week and a preview of what’s to come.This week - GDP growth and next week - the labour market.

Stephen Koukoulas September 15, 2017 The Constant Blogs

Semiconductors and data sets are worth looking at – oh, and Apple released a couple new iPhones

Nick Griffin has some insights into Apple's decision to price the new iPhone at a premium price point, but what was most interesting were his thoughts on semiconductor and artificial intelligence.

Alan Kohler September 14, 2017 Full Interviews

Are ETFs Ponzi schemes? Private debt and AGL’s end game

In this week's #AskAlan Facebook Livestream, we talked Ponzi schemes, private debt and what actually makes you a sophisticated investor.

Alan Kohler September 14, 2017 Facebook Livestream

Fund Research

How do you find a company with a “moat”?

We’ve invited select fund managers to write exclusively for The Constant Investor and address our question of the week. Plus we summarise the latest opinions of leading fund managers to bring you a range of views in one convenient location. Are ETFs Dangerous? We ask six fund managers, who write exclusively for The Constant Investor: Jamie Nicol Camille Simeon Toby Warburton Warryn Robertson Oscar Oberg David Wilson Click to scroll down… Fundie Fragments …

This Week In Our Community

Question of the week

Q: What is your recommendation for adding exposure to overseas stocks like Apple and Google to your portfolio without buying those stocks directly? Can you suggest some particular LICs or other vehicles that give you exposure to those kinds of stocks?

A: Alex Pollak of Loftus Peak is worth looking at. He focuses on disruption, and he has a few Chinese businesses in the fund such as Alibaba. Also Munro Partners – they invest in the usual tech e-stocks, but are also heavily invested in e-sports.

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