Dear %%first_name%%,
Why are we overestimating the impact of Amazon? Is there a case for investing in good companies with a passionate CEO? In today’s note, I explore these two issues. It’s one of the riskiest stories I’ve written, and I don’t like risk!
Also in the Switzer Super Report, Paul Rickard looks at investing in international shares and how to choose an active manager. And James Dunn has your summer reading covered – he shares 5 must-read books about investment. Plus, Marjon Muizer has a guide to understanding the new words and terms that have been introduced following the recent super rule changes.
In Buy, Sell, Hold – what the brokers say, Telstra received an upgrade while Regis Resources was in the not-so-good books. And the Super Stock Selectors included a miner, a TV station, an investment management business and an insurance company among the likes and dislikes this week.
And don’t forget, you can watch the latest presentations from the 2017 Switzer Listed Investment Conference here.
Sincerely,
Peter Switzer