Email Archive
Below is a list of the emails we've sent throughout the years.
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2/9/10
Munger's latest wisdom, James Greenhalgh's market conviction, private screening of new Wall Street and more
Charlie Munger, Warren Buffett’s right hand man, is well known for his focus upon the acquisition of wisdom as both a prerequisite for...
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26/8/10
Dividends from ASX, NWS, ORG and more, avoiding corporate spin, lessons from investing mistakes (subs)
‘An election campaign’, suggests the ABC’s Gruen Nation, ‘is about show business’. Nowhere was that more true than in...
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19/8/10
Telstra’s dividend under siege, why you should avoid resources stocks, a warning for bank investors and more
As value investors, we spend a great deal of time assessing the risks of a potential investment. By looking down before we look up, we aim to follow...
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12/8/10
Kathmandu float parable, why Australian banks are leeches on our economy and more (subs)
Financial markets are a game of risk and reward, filled with salesman boasting of easy roads to riches. So it’s always comforting to receive ...
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6/8/10
Reporting season, Abacus, Argo, AFIC and more (subs)
‘Over the coming weeks’, writes Greg Hoffman in The Director’s Cut: August 2010, ‘we'll be turning our attention to profit...
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30/7/10
QBE Insurance, Woolworths, Top 5 financial ratios: Banks and more (subs)
‘In focusing on the tree of today’s numbers’, Greg Hoffman notes in his response to Monday’s de facto profit downgrade by QBE...
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22/7/10
Subs | Iress's competitive moat, the impending reporting season and our latest model income portfolio changes
A well-entrenched competitive advantage is often attractive for investors seeking stable dividends. Indeed, as Nathan Bell notes in his Doddsville...
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25/6/10
Programmed Maintenance and Don’t judge a business by its industry
A conservative investment needs to be able to stand the test of time, and it’s for that reason that we try to indentify enduring competitive...
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21/6/10
Fisher and Paykel Healthcare, MAp Group, Stockland, Prime Infrastructure and more
Is your portfolio collecting dust rather than dividends? If it’s been a while since you pulled up your sleeves and tended to your portfolio, now...
