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BOOKWORM News & Analysis

Bookworm: This ASX name meets many of Terry Smith’s criteria
Personal Finance
Bookworm: This ASX name meets many of Terry Smith’s criteria
Terry Smith is perhaps Britain’s best-known investor. How does he define a quality business?
Joseph Taylor | 07 April 2025
Bookworm: An investing lesson from the world’s second richest man
Personal Finance
Bookworm: An investing lesson from the world’s second richest man
When it comes to stocks, are you an owner or a renter?
Joseph Taylor | 31 March 2025
Bookworm: 3 simple steps to tackle life’s big decisions
Personal Finance
Bookworm: 3 simple steps to tackle life’s big decisions
Don’t be fooled by how easy it is to use Seymour Schulich’s “Decision Maker”. It can help you a lot.
Joseph Taylor | 23 March 2025
Bookworm: Buy and hold inspiration from an unlikely source
Stocks
Bookworm: Buy and hold inspiration from an unlikely source
Ben Graham was the king of flipping deep value stocks. The best investment of his life came from something very different.
Joseph Taylor | 17 March 2025
Bookworm: Look for Fisher’s ‘X factor’ in long-term holdings
Personal Finance
Bookworm: Look for Fisher’s ‘X factor’ in long-term holdings
And while you’re at it, avoid a relatively common situation that can result in rapid share price drawdowns.
Joseph Taylor | 10 March 2025
Bookworm: Is this a capital allocation red flag?
Personal Finance
Bookworm: Is this a capital allocation red flag?
Some threats to a company's ability to generate high returns on capital are outside of management's control. Other things, not so much.
Joseph Taylor | 02 March 2025
Bookworm: Even simplistic valuation methods are far from simple
Personal Finance
Bookworm: Even simplistic valuation methods are far from simple
Valuing a share requires you to assess the past, forecast the future and layer several assumptions on top of each other. How might that look?
Joseph Taylor | 26 February 2025
Bookworm: The formula behind massive business growth
Personal Finance
Bookworm: The formula behind massive business growth
Why do some companies grow exponentially in value and others do not? Understanding the difference between two types of moat can help.
Joseph Taylor | 26 February 2025
Bookworm: Legendary fundie exposes mistake in my portfolio
Personal Finance
Bookworm: Legendary fundie exposes mistake in my portfolio
Anthony Bolton delivered incredible long-term returns for investors in the Fidelity Special Situations Fund. What can we learn from his approach?
Joseph Taylor | 26 February 2025
Bookworm: How a huge ASX winner upset the odds
Personal Finance
Bookworm: How a huge ASX winner upset the odds
Hamilton Helmer's 7 Powers help us understand an ASX star's unlikely rise to dominance.
Joseph Taylor | 26 February 2025