Insights tag: Livewire, LSF and Mark Landau
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Webinar
L1 Capital Long Short Strategy Webinar Replay | May 2024
Raphael Lamm and Amar Naik discuss portfolio performance, provide observations on current markets, set out how the portfolio is positioned and outline a few of our key stock picks.Video can be accessed below.
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Article
Livewire | The stock that has L1 Capital International’s Steinthal most excited
And why the US remains “the best house on the street"Read more![](/_next/image/?url=https%3A%2F%2Freporting.l1.com.au%2Fwp-content%2Fuploads%2F2024%2F01%2Fsean-pollock-PhYq704ffdA-unsplash-576x694.jpg&w=3840&q=75)
Article
Livewire | The stock that has L1 Capital International’s Steinthal most excited and why the US remains “the best house on the street”
And why the US remains “the best house on the street"Read more![](/_next/image/?url=https%3A%2F%2Freporting.l1.com.au%2Fwp-content%2Fuploads%2F2024%2F01%2Frobert-stump-xeJ6ev1w1Sk-unsplash-1-576x694.jpg&w=3840&q=75)
Article
Livewire | 5 key themes L1 Capital likes in a challenging market
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Article
Livewire | Why cash flow is king
And not just in the current market environment.Read more![](/_next/image/?url=https%3A%2F%2Freporting.l1.com.au%2Fwp-content%2Fuploads%2F2024%2F01%2Finsights-1-resizes-576x694.jpg&w=3840&q=75)
Article
Livewire | How this portfolio manager delivered a 33% return YTD
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Webinar
L1 Capital Long Short Strategy Webinar Replay | November 2023
Mark Landau and Amar Naik discuss portfolio performance, provide observations on current markets, set out how the portfolio is positioned and outline a few of our key stock picks.Released: November 2, 2023Read more
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Article
Livewire | 3 factors (and 6 stocks) driving the outperformance of L1’s newest listed fund
In this Fund in Focus, L1 Capital International's David Steinthal takes investors through the firm's newest ETMF.Read more![](/_next/image/?url=https%3A%2F%2Freporting.l1.com.au%2Fwp-content%2Fuploads%2F2024%2F01%2FINT-Medium-576x694.jpg&w=3840&q=75)
Article
Livewire | The biggest risk to markets (and 3 stocks to keep portfolios afloat)
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Article
Livewire | How activism unlocked a 44% return for investors in this little-known stock
Read more![](/_next/image/?url=https%3A%2F%2Freporting.l1.com.au%2Fwp-content%2Fuploads%2F2024%2F01%2Fkewal-D_vWjCGXTjE-unsplash-2-576x694.jpg&w=3840&q=75)
Article
Livewire | L1 Capital loves a turbulent market. Here’s how they make money from it.
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Webinar
L1 Capital Long Short Strategy Webinar Replay | May 2023
Mark Landau provides an update on the L1 Capital Long Short Portfolio.Released: May 11, 2023Read more
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Article
Livewire | Why L1 is playing defence right now and 3 standout stocks in a tough market
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Podcast
Livewire | Why it’s time to put down the last decade’s playbook
Discover why the old investing playbook won't work in today's changing market. Mark Landau, Co-Founder of L1 Capital, shares insights in this must-listen episode.Read more![](/_next/image/?url=https%3A%2F%2Freporting.l1.com.au%2Fwp-content%2Fuploads%2F2024%2F01%2Finsights-576x694.jpg&w=3840&q=75)
Article