September’s best reads from Morningstar
Take a look through what resonated with investors in September.
As we settle after the unusually volatile earnings season, here’s what resonated with investors in September.
Top articles from September
These three companies are trading at a significant premium to our fair value.
2. Unconventional wisdom: The rise and fall of one of the ASX’s hottest shares
Three lessons from a turbulent year.
3. Unconventional wisdom: Three underappreciated benefits of cash
Morgan Housel’s new book has got me thinking.
Direct Investment options may offer a happy middle ground for investors who want control of their portfolio, but not the headache of portfolio administration.
I catch up with Shane Ponraj after an eventful reporting season for healthcare major CSL.
Most popular Investing Compass episode of September
CSL is one of Australia’s most famous companies, but its share price has lagged the market for years. In this episode, Mark and Shani unpack what’s happened to CSL, why it’s underperformed, and why Mark is still holding (and even buying more).
From valuation compression to dividend growth, blood plasma issues to Trump tariff threats, this episode puts CSL’s share price in context and shows why having a clear investing process matters more than short-term price moves.
Editor’s pick: 18 rules for ageing well
James Gruber lists 18 rules for ageing. The rules to age successfully include, ‘the unexamined life lasts longer’, ‘change no more than one-eighth of your life at a time’, ‘nobody is thinking about you’, and ‘pursue virtue but don’t sweat it’.
Invest Your Way
A message from Mark and Shani
For the past five years, we’ve released a weekly podcast and written on morningstar.com.au to arm you with the tools to invest successfully. We’ve always strived to provide independent, thoughtful analysis, backed by the work of hundreds of researchers and professionals at Morningstar.
We’ve shared our journeys with you, and you’ve shared back. We’ve listened to what you’re after and created a companion for your investing journey – Invest Your Way. Invest Your Way is a book that focuses on the investor, instead of the investments. It is a guide to successful investing, with actionable insights and practical applications.
The book is currently in presale which is an important time to build momentum. If anyone would like to support this project you can buy the book now. Thanks in advance!
