Porter’s Five Forces – Four Forces Too Many?

Gday, Adam here. Before you jump in, I have news to share with you. But it can wait till after you have read this piece. So look for it at the end…. Enjoy. Q2 hedge fund letters, conference, scoops etc Bruce Greenwald and Judd Kahn outline a simplified approach to business strategy, in their...

Intuit: Hero Or Xero?

Can Intuit’s deep pockets take market share away from Zero, who dominates the Australian & New Zealand market? Q1 hedge fund letters, conference, scoops etc It’s going to be interesting to watch.. Article by Adam Parris, Searching For Value

Can You Identify With Seth Klarman’s Paintaking Investment Process?

Did we ever mention that investing is hard work — painstaking, relentless, and at times confounding? Q1 hedge fund letters, conference, scoops etc Separating relevant signal from noise can be especially difficult. Endless patience, great discipline, and steely resolve are required. Nothing you do will guarantee success, though you can tilt...

Overcoming Irrational Investment Decisions

I’m working on producing a guide to overcoming irrational investment decisions, because not only do I personally need it but I haven’t found a helpful guide. Q1 hedge fund letters, conference, scoops etc rawpixel / Pixabay One of the main insights I can share with you now is this: Nobody is exempt from...

Stocks For 2019

Below you will find an excel spreadsheet with over 100 stocks, both Australian listed and U.S. listed stocks, worth your attention. Q3 hedge fund letters, conference, scoops etc The Australian stocks were recommended by The Australian Financial Review and The Australian newspaper. I do not recommend you buy these stocks, our purpose...

Somero Enterprises, Vertu Motors & AJ Bell holdings

Investing in stocks not traded in our own country requires us to assess the foreign country’s rules and laws that govern its political and economic systems. Q3 hedge fund letters, conference, scoops etc And, once you have a firm grasp of their economic and political systems, an event like Brexit will...

SMSF: Investment Strategy

For those that are SMSF trustees or thinking of starting their own SMSF, the superannuation laws demand that a trustee of a self-managed-super-fund, formulate and implement an investment strategy, and consider any investment in light of the fund’s investment strategy. Additionally the investment strategy must be reviewed regularly. The Australian Tax...

Reflections On Investments – Platium Asset Management

My grandfather gave me this pocket investment booklet a number of years ago, written by Kerr Neilson the founder of Platinum Asset Management, and according to Wikipedia was initially back by George Soros (link). Get The Full Series in PDF Get the entire 10-part series on Charlie Munger in PDF. Save it...

Analysis: Increasing Returns And The Two Worlds Of Business

This video is an analysis of W. Brain Arthur’s pioneering insights into the different fundamental economics of tech/internet companies and the old production companies. Bill Miller, who beat the S&P 500 for 15 years straight, credits Arthur’s work. Get The Timeless Reading eBook in PDF Get the entire 10-part series on...

Xero Getting To $100 Billion – Analysis

A few key points from John Hempton’s Xero blog post. Your Benefits on Patreon Links to Sources Bronte Capital (blog) | http://brontecapital.blogspot.com/2018/08/xero_1.html Analysis | Increasing Returns and the Two Worlds of Business | https://www.youtube.com/watch?v=7e-u_Ak9ZJY Xero’s Investor Relations | https://www.xero.com/content/xero/au/about/investors.html ey guys I want to show you a blog post that John Hempton posted a couple...

The High Yield Credit Cycle & What You Need To Know!

I wanted to share with you a few lessons I’ve learnt reading about the High Yield Credit Cycle from the portfolio managers – Ed Meigs and Sean Slein – at First Eagle Investment Management. Q1 hedge fund letters, conference, scoops etc, Also read Lear Capital: Financial Products You Should Avoid? But...

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