Wesfarmers’ board gets it all wrong
03 Oct 2008
[caption id="attachment_306" align="aligncenter" width="500"] Wesfarmers MD Richard Goyder[/caption] Economics...
READ MORE Buffett Interview on CNBC
25 Sep 2008
Here's an extremely interesting CNBC interview with Warren Buffett about his Goldman Sachs investment, Treasury's...
READ MORE Buffett's Goldman deal; when size matters
24 Sep 2008
At every year’s Woodstock for Capitalists – the Berkshire Hathaway annual meeting – Warren Buffett tells the...
READ MORE Wall Street's Mad Monday as Lehman Collapses
15 Sep 2008
“Charlie [Munger] and I are of one mind in how we feel about derivatives and the trading activities that go with...
READ MORE The Bear is Here to Stay
10 Sep 2008
Resources and banks look set to keep the Australian share market in bear territory Another week, another dead cat...
READ MORE The Recession We Have To Have
04 Sep 2008
As a child I always ate my vegetables first and saved the steak for last, bowled first and batted last in backyard...
READ MORE Babcock, The Banks and Russian Roulette
26 Aug 2008
Firstly, Babcock isn’t broke yet, despite all the post mortems in the weekend press. The 30 June accounts still...
READ MORE Babcock Implosion Gathers Pace
19 Aug 2008
The bad news at Babcock & Brown is mounting. Since my last post on Babcock and Brown less than three weeks ago,...
READ MORE Why Short Toll Roads Fail
19 Aug 2008
[caption id="attachment_182" align="alignleft" width="504" caption="Sydney's M7"][/caption] Investing in...
READ MORE Property Trust Losses Should Top $30bn
08 Aug 2008
Someone needs to tell the bean counters at Australia’s property trusts that there’s a credit crisis on. While the...
READ MORE Lessons From The Bear Market
04 Aug 2008
From a research perspective, the past 12 months have been the most difficult in The Intelligent Investor’s 10-year...
READ MORE Is Babcock Cheap? – The Final Day
29 Jul 2008
A few years ago I read a book called No Two Alike by Judith Rich Harris, which Charlie Munger had recommended at the...
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