Investment Learning Through Live Sessions

We run monthly sessions where people actually ask questions and get straight answers about market analysis. Not recorded lectures—real conversations with analysts who've spent years watching how Australian shares move and why certain patterns repeat.

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Live investment analysis session with market data displays

What Makes These Sessions Different

Most webinars dump information and disappear. Ours stick around because people bring their actual portfolios, their real concerns about timing, and we work through examples together. It's messy sometimes, but that's how learning happens.

01

Current Market Context

We discuss what's happening right now in Australian markets. June 2025 sessions will cover mid-year reporting season patterns, while September focuses on end-of-financial-year positioning strategies that actually matter to retail investors.

02

Real Portfolio Questions

Participants share their holdings—anonymously if they prefer—and we analyse together. Last month someone asked about sector concentration risk in mining stocks. The discussion went sideways into commodity cycles, which helped three other people rethink their positions.

03

Technical Analysis Practice

We walk through chart patterns using ASX stocks people suggest. You'll see how support levels work in practice, why some breakouts fail, and when volume actually tells you something useful versus just noise.

04

Fundamental Deep Dives

Each session picks one company's financial statements and we dissect them together. You learn to spot the numbers that matter and ignore the fluff management wants you to focus on instead.

05

Strategy Development

We help you build approaches that match your actual life. Shift worker who can't watch market opens? There are strategies for that. Managing super alongside personal investments? Different considerations apply.

06

Follow-Up Resources

After each session, you get notes summarising key discussion points and links to relevant ASX announcements or research papers mentioned. No fluff, just the material that came up during actual conversation.

Siobhan Kearney presenting market analysis

Siobhan Kearney

Lead Market Analyst

Spent twelve years at institutional research desks before realising retail investors needed someone who'd explain things without the jargon. Runs our technical analysis sessions and answers more questions than she probably should.

Elara Viklund discussing fundamental analysis methods

Elara Viklund

Fundamental Research Specialist

Backgrounds in accounting and equity research. Good at spotting when companies are telling stories versus reporting facts. Leads our financial statement sessions and somehow makes balance sheets interesting.

How Sessions Actually Work

We've tried different formats over the past three years. This structure emerged because it keeps people engaged without overwhelming them.

1

Submit Topics Beforehand

A week before each session, you can suggest specific companies, sectors, or concepts you want covered. We pick the most requested ones and prepare relevant charts or data. This means the session focuses on what people actually care about rather than a predetermined agenda.

2

Live Analysis Walkthrough

The first 45 minutes is guided analysis. We share screens, walk through real-time data, and explain our thinking process. You see how we approach a stock, what we look at first, what makes us dig deeper, and when we decide something isn't worth further time.

3

Open Discussion Period

Next 30 minutes is questions and group discussion. Someone asks about dividend sustainability, others chime in with their observations, and we work through the analysis together. Sometimes the group finds things we missed initially.

4

Practice Assignment

Each session ends with a suggested exercise. Maybe it's analysing a similar company using the methods discussed, or tracking specific indicators over the next month. You're not required to do it, but people who do usually get more from subsequent sessions.

5

Private Forum Access

Between sessions, participants can share observations or ask follow-up questions in our private forum. We respond within a day or two, and often other participants help answer things based on their own research or experience.

Upcoming Focus Areas

Our July 2025 series covers sector rotation strategies as we move through reporting season. August shifts to risk management techniques that don't require complex derivatives.

September and October sessions will examine end-of-year tax considerations and how they influence market movements, particularly in small caps where retail participation matters more.

Each month builds on previous discussions, but you can join anytime. We recap key concepts when new people attend.

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Who Shows Up

Most participants manage their own portfolios, ranging from $50k to $500k. Some are retired and treating this seriously, others are accumulating while working full-time.

We get questions from people just starting with ETFs alongside others who've traded for years but want to improve their process. Everyone brings different perspectives, which makes discussions richer.

The only requirement is genuine interest in understanding markets better. We don't tolerate people pushing tips or trying to promote their own services.

Diverse group of investors participating in market analysis discussion
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