One up on wall street
Click here to find the book on Amazon.
Buffett: The making of an American Capitalist
Click here to find the book on Amazon.
Poor Charlie’s Almanack
Click here to find the book on Amazon.
Of Permanent Value
Click here to find the book on Amazon.
Benjamin Graham & David Dodd (forward by Warren Buffet): Security Analysis Sixth Edition
Click here to find the book on Amazon.
Peter Lynch Interview
Would you accept zero capital growth for the next five years?
After years as a successful investment strategy, something has happened to blue chips over the last 5 years. Despite huge gains from global markets, Australia’s biggest companies have experienced zero capital growth since 2013. In this wire, we discuss why Australia’s favourite companies have ceased generating positive returns, whether we can expect them to improve in […]
Positioning for a property downturn
In early 2017 we identified debt and the unsustainably high property prices as the key risks to the Australian economy. In particular we were concerned about the unwinding of the wealth effect as investors began to feel the pinch of a weaker property market. We believed this would manifest itself through poorer consumer sentiment and […]
Paradigm: A company with massive near-term potential
In my time at University (which seems like a lifetime ago) I recall two types of lecturers: Those that guided the students towards what to expect at exam time, and those that didn’t. Unsurprisingly, there was a strong correlation between the type of lecturer, the student attendance late in the term, and the pass rate. […]