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Explore articles and perspectives from the brightest minds in investment and medical research.
Moderna’s miracle and why mRNA is the new powerhouse of medicine
The powerful technology that has enabled mRNA vaccines to save millions of lives during the coronavirus pandemic has much broader potential, according Bob Langer, one of the co-founders of Moderna.
In The Know Podcast: Sir Frank Lowy, 'Trust your instinct'
Hamish Douglass speaks with Sir Frank Lowy AC, where he candidly shares his story, including mistakes he made along the way, the key character traits he thinks are necessary to become a business success, and the importance of remaining paranoid yet optimistic.
Why this tech stockpicker is patient on China, bullish on bitcoin
Conference Fund Manager, Beeneet Kothari admits it’s been a ‘bloodbath’ for Chinese tech stocks this year, but there are two good reasons he thinks the sentiment will shift.
Best green stocks for wealth growth in net zero era
The Australian shares how climate change is reshaping the world's stock market and delivering lucrative returns. Conference Fund Manager Nick Griffin explains how trillions will be spent over the next 30 years as the world converts to zero-carbon emissions.
Hamish Douglass: Another stock headed for the trillion-dollar club
This Livewire article recaps the Magellan CIO, Hamish Douglass’s latest webinar, where he delivered some new insights while reiterating others – including his unapologetic approach to conserving capital and his Alibaba mea culpa.
Don’t follow the herd into the market abyss
In this AFR article, previous Conference Fund Manager, Jun Bei Liu discusses the sharemarket and finding incredible investment opportunities in contrarian ideas.
Charlie Munger makes the cut for annual Sohn Hearts & Minds stockpicking conference
Charlie Munger, American billionaire investor and vice-chairman of Berkshire Hathaway to headline Sohn Hearts & Minds Conference.
Charlie Munger to headline Sohn Hearts & Minds 2021
Legendary investor Charlie Munger to headline Sohn Hearts & Minds 2021 conference.
Charlie Munger’s magic is in what he doesn’t do
Charlie Munger, who will headline this year’s Sohn Hearts & Minds Conference, places one quality above all else: patience.
How Warren Buffett’s trusted man Charlie Munger was won over
Charlie Munger, Warren Buffett's trusted man, to headline Sohn Hearts & Minds 2021 Conference.
Ray Dalio's 6 crucial themes for the next few years
When former Conference keynote presenter Ray Dalio, speaks, investors listen, especially when the world can't seem to decide what sort of year it's having. Learn about the six themes Dalio thinks will dominate the next few years.
Equity Mates: A crash course on large cap investments
Paradice's Julia Weng spoke with Equity Mates on Ausbiz about the fund manager’s large-cap investment portfolio, how to integrate ESG into your investments and her equities outlook for FY2022.
In the Know Podcast: Building a world with a little more Yum!
In a new episode of Magellan’s In The Know Podcast, Hamish Douglass spoke to fast food company Yum! (NYSE: YUM) CEO David Gibbs about the brand’s 51,000 restaurants and how they managed the global shutdown.
Partnership with Swinburne & Cooper Investors
Swinburne has signed a transformational $1 million agreement with Hearts and Minds Investments Ltd and Cooper Investors supporting vital mental health medical research.
David Paradice on a winner with uranium stocks but China tech crackdown takes a toll
Small and emerging uranium-focused mining companies have surged in value this year. Learn how Paradice has taken advantage of the sector opportunities.
Stock Story: Hello Fresh
Nick Griffin of Munro Partners provides an update on HelloFresh, his 2020 Sohn Hearts & Minds Conference Recommendation. He shares why he still stands with the stock.
Munro Partners on climate change
Munro's James Tsinidis talks to the AFR about how the three tailwinds of Companies, Governments and Countries are converging for the race to net zero, stating climate change is "the biggest investment opportunity since the internet".
In the Know Podcast: Riding America's Connectivity Wave
On the In The Know podcast, Hamish Douglass spoke to Jay Brown, CEO of Crown Castle, America’s largest provider of communications infrastructure. They discuss expansion, the risks and opportunities in new communications technology and Crown Castle’s unique business model.
TDM Growth Partners: How we think about valuation
In a fun four-minute video, Core Manager TDM Growth Partners explains how they think about valuation when investing in public and private companies and give some insight into how they look at compounding capital at high rates of return and 'fair value'.
Jun Bei Liu shares key learnings from reporting season
In this AFR article, Jun Bei Liu shares her learnings from the latest reporting season, asking "what are we actually paying for those blue chip COVID-19 winners"?.
The Florey: Innovative new approach for Parkinson’s disease
Florey researchers have partnered with engineers from ANU to develop and study a new type of hydrogel that could radically transform a novel stem cell treatment for Parkinson’s disease.
The duopoly player in Australia's most attractive domain
In this Livewire article, Jun Bei Liu explores the compelling duopoly in one of Australia's favourite sectors: Property.
Podcast: Minding Your Mind
Prof Ian Hickie, of the Brain and Mind Centre has launched a podcast, Minding Your Mind, to explore all aspects of mental health; the different types of mental health issues we can experience, their causes, how they affect us, and what we can do to get help and find solutions.
Australian breakthrough to stop heart arteries from clogging
Victor Chang scientist has led landmark research that has the potential to stop arteries of the heart from becoming clogged by targeting a particular gene.
Caledonia rustles up IPOs, asset sales, takeover targets in busy quarter
Key highlights from Caledonia’s June quarter update, where the fund manager discussed its high-conviction stock picks such as Just Eat Takeaway.com and Genius Sports, plus how the company is taking advantage of initial public offering opportunities on the horizon.
