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, 1998. An eager MBA student asked him about his involvement in the rescue of one of the most ...
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Insights
March 2026 Insights
The past month has been one of the most impactful periods we have experienced since our inception in 2003 - and yes, we have been around longer than many multinational ...
Read More February 2026 Insights
The February–March 2026 reporting season is now well underway, with many ASX-listed companies reporting earnings and updating guidance. Market expectations are improving, with consensus forecasts pointing to a return to ...
Read More January 2026 Insights
The key drivers of the market in 2025 where stock and sector specific as well as the result of macro factors. The list of policy decisions, back-flips and general abundance ...
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