Blog
Leyland Lines is our monthly newsletter providing investors with our insights on the overall market, individual companies and other relevant issues. All the information contained in this newsletter is for general reading only and should not be taken as a personal recommendation. Companies and ideas discussed in this newsletter are not necessarily buy or sell recommendations. We don’t know when the opportunity to purchase or sell at favourable prices may occur, but when it does we act decisively. For that reason we encourage clients to allow us discretion using our Individually Managed Account service.
Timeless Thoughts
The Superinvestors of ‘Graham & Doddsville’ and the Business Owner Mindset
It's no coincidence some of the greatest investors of all time are prophets of value investing. Each may invest in different assets and securities but almost all of them look ...
Read More Why Smart People Do Dumb Things
Warren Buffett gave an important lecture at Florida University on 15 October, 19981. An eager MBA student asked him about his involvement in the rescue of one of the most ...
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Insights
September 2024 Insights
After reporting season ended, the ASX was up approximately 1.5% during September. Companies able to control costs and maintain or improve margins were rewarded. The Financials sector accounts for ...
Read More August 2024 Insights
During August, the market reached new all-time highs, up 1.7% excluding dividends and 2% with dividends included. The total return, including dividends, has been nearly 17% during the past year-to-date. ...
Read More July 2024 Insights
The start to the new financial year has seen the market record new highs, reaching 8000 for the ASX200 for the first time before finishing relatively flat. We regularly comment ...
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