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
July 2025 Insights
Another strong month in financial markets. The ASX 200 improved nearly 2%, following the lead from the USA, with the S&P 500 up about 3% resetting record highs. In the ...
Read More June 2025 Insights
June was another eventful month, particularly from a geopolitical perspective. Offshore, we witnessed an escalation of conflict in the Middle East, followed by a recent ceasefire. Investors appear more circumspect ...
Read More May 2025 Insights
During the month, the ASX has risen about 3.5%, reversing much of the weakness following the US tariff’s announcement and the daily barrage of policy decisions from the Trump administration. ...
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