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
June 2022 Insights
Rising inflation and interest rates globally have impacted markets, with both equity and bond markets dropping to adjust for the rate rise, increasing the return on cash (risk-free rate of ...
Read More May 2022 Insights
The month of May provided much to consider. The election result had little bearing on the Australian market, as the key drivers appear to be global macro-driven capital flows as ...
Read More April 2022 Insights
Market volatility continues, as an ever-increasing list of factors are impacting on the global macro (and micro) environment. In addition to inflation, interest rates, the war in Ukraine and lockdowns ...
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