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.

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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 ...
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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

January 2025 Insights

We hope you enjoyed a relaxing break and you are looking forward to a successful year ahead. During the month of January, the ASX rose 3%. The market continued to ...
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December 2024 Insights

Firstly, we would like to wish our readers all the best for Christmas and a very happy and prosperous 2025. The ASX has returned approximately 15% in 2024 YTD, when ...
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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 ...
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