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 2023 Insights
The ASX has risen approximately 3% in November, following a negative October, ending in a relatively flat position over the past two months. By way of comparison, the US S&P500 ...
Read More October 2023 Insights
The market has drifted sideways, which may indicate a level of desensitisation towards geopolitical issues, particularly the issue of war and suffering. Cautious investing is appropriate in this instance, as ...
Read More September 2023 Insights
The past month has seen the market drift sideways, which was beneficial to investors as many companies went ex-dividend following FY23 reporting season. In fact, there is about $43bn of ...
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