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 It's Time To Buy In The US
22 Dec 2010
In the past 12 months I’ve been to Johannesburg, London, Vienna, Istanbul and Hong Kong. Based on what...
READ MORE My Christmas Reading Wish List
17 Dec 2010
For the best part of a decade, Christmas in our family was my favourite time of year. Once us children became...
READ MORE RCU: Over To You
14 Dec 2010
We’ve been trying to get a meaningful amount of this US-focused REIT for the past few days. We’re not...
READ MORE Why Retails Sales Aren't Growing With Jobs
14 Dec 2010
Stephen Roberts from Nomura and Steve Johnson discuss why Australia's strong jobs growth isn't translating...
READ MORE You Sold Your Tassal To Who?
09 Dec 2010
Whoa … I didn’t see that one coming. I turned on my computer this morning and saw a headline for...
READ MORE Latest Wikileaks Saga Leaves Me Cold
08 Dec 2010
For some time I’ve felt somewhat sympathetic towards Wikileaks founder Julian Assange. Far too many decisions...
READ MORE Bristlemouth's New Home
07 Dec 2010
As you have probably noticed already, Bristlemouth has a new home. As part of an upgrade to the Intelligent Investor...
READ MORE Buying Gold: Pure Speculation
30 Nov 2010
In a recent interview with the Financial Times, Oaktree Capital chairman Howard Marks had the following to say about...
READ MORE Tipping Point For Retail Sector?
25 Nov 2010
Greg Hoffman was telling me this morning that, having broken his old earphones, he bought a new set from Ebay for...
READ MORE Photon or Alinta? Lucking Out On AGMs
23 Nov 2010
A month or so ago I took Faye, a uni student currently doing some work experience with me, along to a UXC analyst...
READ MORE Owners lose $2bn, MD Gets Paid $2m
19 Nov 2010
[caption id="attachment_1424" align="alignleft" width="238" caption="Valad Managing Director Peter...
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