This time it’s different.

In his book “The Most Important Thing”, billionaire value investor Howard Marks from Oaktree Capital quotes from a book published in 1932 called “Oh Yeah?” by Edward Angly.  It’s a compilation of wisdom from business and political leaders...

EOM Report – Oct 19

Well it’s the end of the month and I’ve just done our portfolio performance vs the All Ords Total Return Index. It was a good month! We outperformed the XAOA by nearly 900%. We grew by 3% in the month while the index went backwards.

Six Month Lessons

Now that we are six months into the podcast, I thought I (Cameron) should jot down some thoughts about what I’ve learned over that time. Value Investing is not popular right now. Knowing nearly nothing about investing when we started, I didn’t realise that...

Is value investing really dead?

Lots of people seem to think the principles of value investing, as articulated by Benjamin Graham and Warren Buffett, are out-dated and, indeed, dead. But some top Australian investors disagree. IS VALUE INVESTING OUT OF TOUCH? Finance journalist Rudi Filapek-Vandyck,...
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