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
Private and Public Ancillary Funds: A Guide for Strategic Philanthropy
For individuals and families seeking a structured and tax-effective approach to charitable giving, Private and Public Ancillary Funds offer compelling solutions. This white paper outlines the key features, benefits, and ...
Read More 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
November 2025 Insights
Australian Market At the time of writing (25 November), the domestic market is down nearly 6%, reflecting another period of heightened volatility and mixed news-flow. Inflation is now expected to ...
Read More October 2025 Insights
Global markets continue to reach record highs, buoyed by encouraging U.S. corporate earnings and sustained investment in artificial intelligence. In the U.S., around 30% of S&P 500 companies have now ...
Read More September 2025 Insights
Over the past month, the ASX 200 has declined about 0.75%, not including dividends of around $25bn paid to investors during September. When adding dividends back, investors are up again over ...
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