Investing Compass

This episode is an explainer on Hybrids – what they are, how they work, and whether they have a place in your portfolio.Join us virtually or in person at our conference. Purchase tickets at over 80% off with the code SUPERBIRD22 here: https://web.cvent.com/event/4fb4cee4-a9ff-4ff3-b03b-40bb50de562a/regPage:aff7e8f8-38a5-4e3c-b763-c674f956a86e?RefId=MIC_CPR&rp=6e942759-d352-40af-9436-888d733f50bc To submit any questions or feedback, please [email protected] or leave us a voicemail to feature on thepodcast here: https://www.speakpipe.com/Investing_CompassAdditional resources from our episodes are available via ourwebsite: https://www.morningstar.com.au/learn/article/podcast-investing-compass/206215 Audio Producer and mixer: William Ton – www.willton.me  Hosted on Acast. See acast.com/privacy for more information.

In a listener requested episode (with our second ever podcast guest), we explore whether valuations should impact asset allocation decisions.Join us virtually or in person at our conference. Purchase tickets at over 80% off with the code SUPERBIRD22 here: https://web.cvent.com/event/4fb4cee4-a9ff-4ff3-b03b-40bb50de562a/regPage:aff7e8f8-38a5-4e3c-b763-c674f956a86e?RefId=MIC_CPR&rp=6e942759-d352-40af-9436-888d733f50bc To submit any questions or feedback, please [email protected] or leave us a voicemail to feature on thepodcast here: https://www.speakpipe.com/Investing_CompassAdditional resources from our episodes are available via ourwebsite: https://www.morningstar.com.au/learn/article/podcast-investing-compass/206215 Audio Producer and mixer: William Ton – www.willton.me  Hosted on Acast. See acast.com/privacy for more information.

Is the ghost of Paul Volcker haunting the markets? In this episode, we look at how central banks have acted to reign in inflation before, and the lessons that investors can learn from this. Join us virtually or in person at our conference. Purchase tickets at over 80% off with the code SUPERBIRD22 here: https://web.cvent.com/event/4fb4cee4-a9ff-4ff3-b03b-40bb50de562a/regPage:aff7e8f8-38a5-4e3c-b763-c674f956a86e?RefId=MIC_CPR&rp=6e942759-d352-40af-9436-888d733f50bc  To submit any questions or feedback, please [email protected] or leave us a voicemail to feature on thepodcast here: https://www.speakpipe.com/Investing_CompassAdditional resources from our episodes are available via ourwebsite: https://www.morningstar.com.au/learn/article/podcast-investing-compass/206215 Audio Producer and mixer: William Ton – www.willton.me  Hosted on Acast. See acast.com/privacy for more information.

In a listener requested episode, we discuss the property market.Join the waitlist for our conference: https://go.morningstar.com.au/miic To submit any questions or feedback, please [email protected] or leave us a voicemail to feature on thepodcast here: https://www.speakpipe.com/Investing_CompassAdditional resources from our episodes are available via ourwebsite: https://www.morningstar.com.au/learn/article/podcast-investing-compass/206215 Hosted on Acast. See acast.com/privacy for more information.

In this Sector Spotlight, we explore the commodities industry, and what investors should think about when investing in the industry.Join the waitlist for our conference: https://go.morningstar.com.au/miic To submit any questions or feedback, please [email protected] or leave us a voicemail to feature on thepodcast here: https://www.speakpipe.com/Investing_CompassAdditional resources from our episodes are available via ourwebsite: https://www.morningstar.com.au/learn/article/podcast-investing-compass/206215 Audio Producer and mixer: William Ton – www.willton.me  Hosted on Acast. See acast.com/privacy for more information.

For our 100th episode, we reflect on what we believe are the core principles for successful investing.Join the waitlist for our conference: https://go.morningstar.com.au/miic To submit any questions or feedback, please [email protected] or leave us a voicemail to feature on thepodcast here: https://www.speakpipe.com/Investing_CompassAdditional resources from our episodes are available via ourwebsite: https://www.morningstar.com.au/learn/article/podcast-investing-compass/206215 Audio Producer and mixer: William Ton – www.willton.me  Hosted on Acast. See acast.com/privacy for more information.

For our 99th episode, we explore super and fees. After our half-yearly portfolio check, we received quite a few emails asking for an explanation about what Shani considered as too much for fees on her investments. In this episode, we explore the impact of fees, how to decide what is too much, and focus in on super – when do the costs of operating and managing an SMSF make sense?Tickets to be released this week! Join the waitlist for our conference: https://go.morningstar.com.au/miic To submit any questions or feedback, please [email protected] or leave us a voicemail to feature on thepodcast here: https://www.speakpipe.com/Investing_CompassAdditional resources from our episodes are available via ourwebsite: https://www.morningstar.com.au/learn/article/podcast-investing-compass/206215 Audio Producer and mixer: William Ton – www.willton.me  Hosted on Acast. See acast.com/privacy for more information.

At last, the hotly-anticipated Q&A episode*. We’ve asked listeners to submit their investing questions for us to answer, and have our first ever guest on the podcast – and it’s a listener! *may or may not be hotly-anticipated.Join the waitlist for our conference: https://go.morningstar.com.au/miic To submit any questions or feedback, please [email protected] or leave us a voicemail to feature on thepodcast here: https://www.speakpipe.com/Investing_CompassAdditional resources from our episodes are available via ourwebsite: https://www.morningstar.com.au/learn/article/podcast-investing-compass/206215 Audio Producer and mixer: William Ton – www.willton.me  Hosted on Acast. See acast.com/privacy for more information.

Mark and Shani have been reviewing their portfolios on a half-yearly basis to add transparency to portfolio monitoring and maintenance. Listen to the half yearly update for 2022 where they discuss what's changed with their portfolios in the last six months, how they're tracking towards their goals and what's important to focus on in the current environment.Join the waitlist for our conference: https://go.morningstar.com.au/miic To submit any questions or feedback, please [email protected] or leave us a voicemail to feature on thepodcast here: https://www.speakpipe.com/Investing_CompassAdditional resources from our episodes are available via ourwebsite: https://www.morningstar.com.au/learn/article/podcast-investing-compass/206215 Audio Producer and mixer: William Ton – www.willton.me  Hosted on Acast. See acast.com/privacy for more information.

In this two part series, we run through how rising costs impact companies and consumers, and how this will impact investors and investments. We forecast businesses will not be able to meet investor expectations in upcoming earnings seasons in the US and Australia, and what investors should do with their portfolio and investments, including exploring the merits and disadvantages of tactical allocations to cash during downturns. To submit any questions or feedback, please [email protected] or leave us a voicemail to feature on thepodcast here: https://www.speakpipe.com/Investing_CompassJoin the waitlist for our conference: https://go.morningstar.com.au/miic Additional resources from our episodes are available via ourwebsite: https://www.morningstar.com.au/learn/article/podcast-investing-compass/206215Join our Facebook Group here:https://www.facebook.com/groups/317184219201344 Audio Producer and mixer: William Ton – www.willton.me  Hosted on Acast. See acast.com/privacy for more information.

In this two part series, we run through how rising costs impact companies and consumers, and how this will impact investors and investments. We forecast businesses will not be able to meet investor expectations in upcoming earnings seasons in the US and Australia, and what investors should do with their portfolio and investments, including exploring the merits and disadvantages of tactical allocations to cash during downturns. To submit any questions or feedback, please [email protected] or leave us a voicemail to feature on thepodcast here: https://www.speakpipe.com/Investing_CompassJoin the waitlist for our conference: https://go.morningstar.com.au/miic Additional resources from our episodes are available via ourwebsite: https://www.morningstar.com.au/learn/article/podcast-investing-compass/206215Join our Facebook Group here:https://www.facebook.com/groups/317184219201344 Audio Producer and mixer: William Ton – www.willton.me  Hosted on Acast. See acast.com/privacy for more information.

In one of our most popular series', we do our third round of lessons from the greats. This episode goes into Jim Rogers, Seth Klarman and Henry Singleton.To submit any questions or feedback, please [email protected] or leave us a voicemail to feature on thepodcast here: https://www.speakpipe.com/Investing_CompassJoin the waitlist for our conference: https://go.morningstar.com.au/miic Additional resources from our episodes are available via ourwebsite: https://www.morningstar.com.au/learn/article/podcast-investing-compass/206215Join our Facebook Group here:https://www.facebook.com/groups/317184219201344 Audio Producer and mixer: William Ton – www.willton.me  Hosted on Acast. See acast.com/privacy for more information.

As part of share month, we take a deep dive into highly requested share, Westpac.To submit any questions or feedback, please [email protected] or leave us a voicemail to feature on thepodcast here: https://www.speakpipe.com/Investing_Compass Additional resources from our episodes are available via ourwebsite: https://www.morningstar.com.au/learn/article/podcast-investing-compass/206215Join our Facebook Group here:https://www.facebook.com/groups/317184219201344 Audio Producer and mixer: William Ton – www.willton.me  Hosted on Acast. See acast.com/privacy for more information.

As part of share month, we refresh your memory on how to pick shares. The third part of the series on how to pick shares covers finding a share that is right for you.To submit any questions or feedback, please [email protected] or leave us a voicemail to feature on thepodcast here: https://www.speakpipe.com/Investing_Compass Additional resources from our episodes are available via ourwebsite: https://www.morningstar.com.au/learn/article/podcast-investing-compass/206215Join our Facebook Group here:https://www.facebook.com/groups/317184219201344 Audio Producer and mixer: William Ton – www.willton.me  Hosted on Acast. See acast.com/privacy for more information.

To leave a question for our Q&A episode, please [email protected] or leave us a voicemail to feature on thepodcast here:https://www.speakpipe.com/Investing_CompassA quick reflection on what investors should do in light of falling markets Additional resources from our episodes are available via ourwebsite: https://www.morningstar.com.au/learn/article/podcast-investing-compass/206215Join our Facebook Group here:https://www.facebook.com/groups/317184219201344 Audio Producer and mixer: William Ton – www.willton.me Hosted on Acast. See acast.com/privacy for more information.

As part of share month, we take a deep dive into listener requested share, Fortescue.To leave a question for our Q&A episode, please [email protected] or leave us a voicemail to feature on thepodcast here:https://www.speakpipe.com/Investing_Compass Additional resources from our episodes are available via ourwebsite: https://www.morningstar.com.au/learn/article/podcast-investing-compass/206215Join our Facebook Group here:https://www.facebook.com/groups/317184219201344 Audio Producer and mixer: William Ton – www.willton.me  Hosted on Acast. See acast.com/privacy for more information.

As part of share month, we refresh your memory on how to pick shares. The second of our three part series on how to pick shares covers calculating a fair value. To submit any questions or feedback, please [email protected] or leave us a voicemail to feature on thepodcast here: https://www.speakpipe.com/Investing_Compass Additional resources from our episodes are available via ourwebsite: https://www.morningstar.com.au/learn/article/podcast-investing-compass/206215Join our Facebook Group here:https://www.facebook.com/groups/317184219201344 Audio Producer and mixer: William Ton – www.willton.me   Hosted on Acast. See acast.com/privacy for more information.

As part of share month, we take a deep dive into listener requested share, A2 Milk.To leave a question for our Q&A episode, please [email protected] or leave us a voicemail to feature on thepodcast here:https://www.speakpipe.com/Investing_Compass Additional resources from our episodes are available via ourwebsite: https://www.morningstar.com.au/learn/article/podcast-investing-compass/206215Join our Facebook Group here:https://www.facebook.com/groups/317184219201344 Audio Producer and mixer: William Ton – www.willton.me  Hosted on Acast. See acast.com/privacy for more information.

As part of share month, we refresh your memory on how to pick shares. The first part of our series covers finding great businesses. To submit any questions or feedback, please [email protected] or leave us a voicemail to feature on thepodcast here: https://www.speakpipe.com/Investing_Compass Additional resources from our episodes are available via ourwebsite: https://www.morningstar.com.au/learn/article/podcast-investing-compass/206215Join our Facebook Group here:https://www.facebook.com/groups/317184219201344 Audio Producer and mixer: William Ton – www.willton.me Hosted on Acast. See acast.com/privacy for more information.

As part of share month, we take a deep dive into highly requested Tesla.To leave a question for our Q&A episode, please [email protected] or leave us a voicemail to feature on thepodcast here:https://www.speakpipe.com/Investing_Compass Additional resources from our episodes are available via ourwebsite: https://www.morningstar.com.au/learn/article/podcast-investing-compass/206215Join our Facebook Group here:https://www.facebook.com/groups/317184219201344 Audio Producer and mixer: William Ton – www.willton.me  Hosted on Acast. See acast.com/privacy for more information.

Math anxiety impacts around 50% of the population. Join us as we help ease this anxiety, and work through how math fits into successful investing. To leave a question for our Q&A episode, please [email protected] or leave us a voicemail to feature on thepodcast here:https://www.speakpipe.com/Investing_Compass Additional resources from our episodes are available via ourwebsite: https://www.morningstar.com.au/learn/article/podcast-investing-compass/206215Join our Facebook Group here:https://www.facebook.com/groups/317184219201344 Audio Producer and mixer: William Ton – www.willton.me  Hosted on Acast. See acast.com/privacy for more information.

We go through lessons from the crash of crypto coin Terra and a prediction of how far the market will fall. To send competition entries for our book, or if you have anyquestions/feedback please email [email protected]. To leave a question for our Q&A episode, please [email protected] or leave us a voicemail to feature on thepodcast here:https://www.speakpipe.com/Investing_Compass Additional resources from our episodes are available via ourwebsite: https://www.morningstar.com.au/learn/article/podcast-investing-compass/206215Join our Facebook Group here:https://www.facebook.com/groups/317184219201344 Audio Producer and mixer: William Ton – www.willton.me  Hosted on Acast. See acast.com/privacy for more information.

We all know the pros of ETFs - ease of access, trade intraday and in some cases, brokerage is free. So - we put up the case against ETFs.To send competition entries for our book, or if you have any questions/feedback please email [email protected] leave a question for our Q&A episode, please email [email protected] or leave us a voicemail to feature on the podcast here:https://www.speakpipe.com/Investing_CompassAdditional resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/podcast-investing-compass/206215Join our Facebook Group here: https://www.facebook.com/groups/317184219201344Audio Producer and mixer: William Ton – www.willton.me  Hosted on Acast. See acast.com/privacy for more information.

It seems like markets have been teetering on the edge, and have commenced falling. If past bear markets are anything to go by, we're not even halfway there yet. This episode looks at the current state of the market, and the context in which it should be viewed.To send competition entries for our book, pr if you have any questions or feedback please email [email protected] leave a question for our Q&A episode, please email [email protected] or leave us a voicemail to feature on the podcast here:https://www.speakpipe.com/Investing_CompassAdditional resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/investing-compass-resources/214638Join our Facebook Group here: https://www.facebook.com/groups/317184219201344Audio Producer and mixer: William Ton – www.willton.me  Hosted on Acast. See acast.com/privacy for more information.

In this episode, we take a look at the bucket withdrawal strategy, a withdrawal strategy that was developed because most people do not have an asset base to generate a passive income without dipping into capital. We explore what it is, how they are set up and what they contain. For any comments, questions or feedback please email [email protected] resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/investing-compass-resources/214638Join our Facebook Group here: https://www.facebook.com/groups/317184219201344Audio Producer and mixer: William Ton – www.willton.me  Hosted on Acast. See acast.com/privacy for more information.

Your behaviour impacts your returns more than you think. In this episode, we explore ways that you can increase your odds of better outcomes.For any comments, questions or feedback please email [email protected] resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/investing-compass-resources/214638Join our Facebook Group here: https://www.facebook.com/groups/317184219201344Audio Producer and mixer: William Ton – www.willton.me  Hosted on Acast. See acast.com/privacy for more information.

This episode goes through the different capital allocation levers that companies can utilise, and how to tell if a potential investment is allocating capital in a way that benefits future outcomes for shareholders. For any comments, questions or feedback please email [email protected] resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/investing-compass-resources/214638Join our Facebook Group here: https://www.facebook.com/groups/317184219201344Audio Producer and mixer: William Ton – www.willton.me  Hosted on Acast. See acast.com/privacy for more information.

On this episode, we explore CFDs - Contracts for Difference. They're controversial investments that are facing scrutiny from regulators around the world - but investors keep using them. Do they have a place in your portfolio?For any comments, questions or feedback please email [email protected] resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/investing-compass-resources/214638Join our Facebook Group here: https://www.facebook.com/groups/317184219201344Audio Producer and mixer: William Ton – www.willton.me  Hosted on Acast. See acast.com/privacy for more information.

In a replay from last year we tackle whether a compelling story makes a compelling investment. For any comments, questions or feedback please email [email protected] resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/investing-compass-resources/214638Join our Facebook Group here: https://www.facebook.com/groups/317184219201344Audio Producer and mixer: William Ton – www.willton.me  Hosted on Acast. See acast.com/privacy for more information.

We explore derivatives - what they are, and how they can be used in your portfolio.For any comments, questions or feedback please email [email protected] resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/investing-compass-resources/214638Join our Facebook Group here: https://www.facebook.com/groups/317184219201344Audio Producer and mixer: William Ton – www.willton.me  Hosted on Acast. See acast.com/privacy for more information.

We take a look under the hood of the ASX200 and the S&P 500 – what the top holdings are and what our analysts think of them. We also look at a couple of actively managed funds – Magellan Infrastructure (ASX:MICH) and Hyperion Global Growth Companies (ASX: HYGG) – where have these fundies taken their largest bets?For any comments, questions or feedback please email [email protected] resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/investing-compass-resources/214638Join our Facebook Group here: https://www.facebook.com/groups/317184219201344Audio Producer and mixer: William Ton – www.willton.me  Hosted on Acast. See acast.com/privacy for more information.

This episode covers the equity risk premium. We quantify how much you're compensated for the risk you take on when investing in shares. For any comments, questions or feedback please email [email protected] resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/investing-compass-resources/214638Join our Facebook Group here: https://www.facebook.com/groups/317184219201344Audio Producer and mixer: William Ton – www.willton.me  Hosted on Acast. See acast.com/privacy for more information.

We do our second deep stock deep dive from Morningstar's March Best Idea List - this time, ASX-listed Kogan (ASX:KGN). We show investors what to look out for in quality stocks that may be out of favour with the market.For any comments, questions or feedback please email [email protected] resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/investing-compass-resources/214638Join our Facebook Group here: https://www.facebook.com/groups/317184219201344Audio Producer and mixer: William Ton – www.willton.me  Hosted on Acast. See acast.com/privacy for more information.

Think you know what it takes to be a passive investor? In this episode, we explore what a truly passive portfolio would look like, built with ETFs. For any comments, questions or feedback please email [email protected] resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/investing-compass-resources/214638Join our Facebook Group here: https://www.facebook.com/groups/317184219201344Audio Producer and mixer: William Ton – www.willton.me  Hosted on Acast. See acast.com/privacy for more information.

In this episode, we look at where returns come from. For any comments, questions or feedback please email [email protected] resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/investing-compass-resources/214638Join our Facebook Group here: https://www.facebook.com/groups/317184219201344Audio Producer and mixer: William Ton – www.willton.me  Hosted on Acast. See acast.com/privacy for more information.

We review Philip Fisher’s iconic book that has influenced their approach to growth stock investing for many professional investors.For any comments, questions or feedback please email [email protected] resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/investing-compass-resources/214638Audio Producer and mixer: William Ton – www.willton.me  Hosted on Acast. See acast.com/privacy for more information.

We do a deep dive on Beyond Meat which is one of Morningstar's best share ideasFor any comments, questions or feedback please email [email protected] resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/investing-compass-resources/214638Audio Producer and mixer: William Ton – www.willton.me  Hosted on Acast. See acast.com/privacy for more information.

Mark speaks about his approach to generating passive income.For any comments, questions or feedback please email [email protected] resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/investing-compass-resources/214638Audio Producer and mixer: William Ton – www.willton.me  Hosted on Acast. See acast.com/privacy for more information.

In this two part podcast (both released today), we take a deep dive into passive investing. In this second part, we discuss how to pick a good passive ETF for your portfolio. For any comments, questions or feedback please email [email protected] resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/investing-compass-resources/214638Audio Producer and mixer: William Ton – www.willton.me  Hosted on Acast. See acast.com/privacy for more information.

In this two-part podcast (both released today), we take a deep dive into passive investing. In this first part, we discuss the evolution of passive investing, and why the line between passive and active is blurring.For any comments, questions or feedback please email [email protected] resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/investing-compass-resources/214638Audio Producer and mixer: William Ton – www.willton.me  Hosted on Acast. See acast.com/privacy for more information.

If Reddit jumped off a bridge, would you? In this episode, we speak about two popular terms across social media and forums - 'buying the dip' and 'shares on sale', and we explore whether the recent market drop is an opportunity for investors.For any comments, questions or feedback please email [email protected] resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/investing-compass-resources/214638Audio Producer and mixer: William Ton – www.willton.me  Hosted on Acast. See acast.com/privacy for more information.

Militaries play war games and governments run disaster response exercises. We do the same with the teetering equity markets. For any comments, questions or feedback please email [email protected] resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/investing-compass-resources/214638For our testimonial survey, please see: https://forms.office.com/r/Z2WH7LAKyZAudio Producer and mixer: William Ton – www.willton.me  Hosted on Acast. See acast.com/privacy for more information.

To finish off portfolio week, we're digging into our portfolios at our yearly portfolio review - revisting our goals, and seeing if we're on track.For any comments, questions or feedback please email [email protected] resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/investing-compass-resources/214638For our testimonial survey, please see: https://forms.office.com/r/Z2WH7LAKyZ Audio Producer and mixer: William Ton – www.willton.me Hosted on Acast. See acast.com/privacy for more information.

The beginning of the year is a great time to check-in on how you are progressing against your goals. In our final replay leading up to our portfolio review episode we review our mid-year portfolio check-up. For any questions, comments or feedback please email [email protected] Producer and mixer: William Ton – www.willton.me Hosted on Acast. See acast.com/privacy for more information.

The beginning of the year is a great time to check-in on how you are progressing against your goals. In the second of three replays leading up to our portfolio review episode we look at Mark's goals and how to put together an investment policy statement ("IPS"). For any questions, comments or feedback please email [email protected] Producer and mixer: William Ton – www.willton.me Hosted on Acast. See acast.com/privacy for more information.

The beginning of the year is a great time to check-in on how you are progressing against your goals. In the first of three replays leading up to our portfolio review episode we look at how to assess performance of portfolios. For any questions, comments or feedback please email [email protected] Producer and mixer: William Ton – www.willton.me Hosted on Acast. See acast.com/privacy for more information.

Morningstar's US Research team recently released a report declaring that the 4% rule should be revised to 3.3%. In this long-form episode, we discuss the findings of the report, why the assumptions in the study matter, and what investors can practically do to prepare for their retirement.For our testimonial survey, please see: https://forms.office.com/r/Z2WH7LAKyZ For any comments, questions or feedback please email [email protected] resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/investing-compass-resources/214638Audio Producer and mixer: William Ton – www.willton.me Hosted on Acast. See acast.com/privacy for more information.

In this episode, we explore lessons from great investors and business people that we can apply to our own investing approach. For any comments, questions or feedback please email [email protected] resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/investing-compass-resources/214638Audio Producer and mixer: William Ton – www.willton.me Hosted on Acast. See acast.com/privacy for more information.

A different take from most, we take a typical Investing Compass look at the state of the market at the end of 2021. On behalf of Mark, Shani and Will, we wish you a Happy New Year and all the best for 2022.For our testimonial survey, please see: https://forms.office.com/r/Z2WH7LAKyZ For any comments, questions or feedback please email [email protected] resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/investing-compass-resources/214638Audio Producer and mixer: William Ton – www.willton.me Hosted on Acast. See acast.com/privacy for more information.

Our second book review looks at key lessons that we can take from the Intelligent Investor by Benjamin Graham. This book has been heralded as one of the most important investing books ever written, and one of Buffet's favourites (drink!).For our testimonial survey, please see: https://forms.office.com/r/Z2WH7LAKyZ For any comments, questions or feedback please email [email protected] resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/investing-compass-resources/214638Audio Producer and mixer: William Ton – www.willton.me Hosted on Acast. See acast.com/privacy for more information.