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
November 2024 Insights
The market has risen about 2.5% during the month, driven largely by the outcome of the US election on November 5th which correlates with many historical post-election trends. Inflation Elections ...
Read More October 2024 Insights
The market finished the month relatively flat, down less than 1%. Many companies provided updates at their AGMs, with costs continuing to be in focus. Wage inflation appears to be ...
Read More 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 ...
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