Alinta Energy Makes It Two From Two
21 Sep 2010
The restructuring proposal announced this morning for Alinta Energy Group (AEJ) makes it two wins out of two for the...
READ MORE Missing Pieces To The Inequality Puzzle
20 Sep 2010
Between us, we did a pretty good job of identifying the main causes of growing income inequality highlighted by...
READ MORE The Residential Property Conundrum
16 Sep 2010
Here’s today’s conundrum for you: if residential property is so overpriced, why can’t anyone make any money out of...
READ MORE Shhhh … It Used To Be Called Babcock
15 Sep 2010
All three former Babcock & Brown satellites still carry the stench of their former manager. That makes it an...
READ MORE Wal, Don’t Lie to Me
14 Sep 2010
Leighton’s share price rose 2.9% yesterday, the day the board formally announced the company’s CEO for the past 23...
READ MORE Culture Rules at Monadelphous
13 Sep 2010
Judging by the fourfold rise in the share price, I’m about 5 years too late to the Monadelphous party. I listened in...
READ MORE Leighton Should Keep The King Around
09 Sep 2010
Wal King is surely one of Australia’s most successful CEOs. When he took charge at Leighton Holdings 23 years ago,...
READ MORE The Depressing Rise of Income Inequality
08 Sep 2010
There’s a fascinating series being written on the Slate website called The United States of Inequality. The first...
READ MORE Television Leaves Other Old Media for Dead
06 Sep 2010
‘People often overestimate what will happen in the next two years and underestimate what will happen in 10’ - Bill...
READ MORE The ‘What the Hell’ Effect
03 Sep 2010
If, by chance, you are served an unusually large slice of pizza, compared with what others appear to be getting,...
READ MORE Fourteen Rescue One in Value Fund
02 Sep 2010
On 31 July this year, 10% of the Intelligent Investor Value Fund’s net assets were invested in Photon shares,...
READ MORE More Wisdom From Charles T. Munger
01 Sep 2010
I didn’t make it to Pasadena for this year’s annual Charlie Munger sermon, but I have been told he was at his...
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