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.

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,...