Down on China but Up on South32
22 Oct 2015
South32's report for the first quarter of the 2016 financial year was released to the market this morning. The...
READ MORECategory: Value Fund
Chart of the Day: U.S. vs us
20 Oct 2015
This chart shows the performance of the US S&P 500 index over the past two years versus the Australian and...
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Suitors Eye Vision
05 Aug 2015
One of the Australian Shares Fund’s investments, Vision Eye Institute (VEI), has become a takeover target. The...
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Why Value Traps are Just Mistakes
17 Jul 2015
Last week I gave a presentation on mining services at the Value Investing Seminar in Trani, Italy. One attendee was...
READ MORE The Two Year Milestone (video)
01 Dec 2011
The Value Fund turned two at the end of October—a milestone for our small funds management team. After a busy...
READ MORE Melbourne Information Night Now on Video
05 May 2011
You might remember we gathered enough support to host an information night in Melbourne when I was there at the...
READ MORE Melbourne Information Night – It's On!
25 Mar 2011
There’s been sufficient interest in the proposed Value Fund Information night. It will go ahead on Monday 4...
READ MORE Value Fund Information Night – Melbourne 4 April
09 Mar 2011
We’ve had a couple of people contact us about another Value Fund information night in Melbourne. I’ll be...
READ MORE Looking Back it Was Not So Easy (Video)
20 Jan 2011
I'm posting something a bit different today. Instead of my regular written word, The Intelligent Investor's...
READ MORE Value Fund December Report
12 Jan 2011
Christmas was good. The ankle biters weren’t too bad, after all my whinging. And I managed to knock a couple...
READ MORE Salmat Delivers My Christmas Present
23 Dec 2010
Given it is the Value Fund’s largest position, it should come as no surprise that I think Photon Group is...
READ MORE Value Fund Performance
11 Oct 2010
I received this comment on an earlier Bristlemouth post over the weekend. I thought it and my response might be of...
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