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
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 spectacular hedge fund blow-ups in financial history. A fund by the name of Long Term Capital Management had great success making money from the arbitrage …
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Insights
August 2020 Newsletter
The month saw most ASX listed companies report FY20 numbers, with 75% of companies reporting a profit. This is the weakest outcome in a decade, but encouraging given the economic ...
Read More July 2020 Newsletter
The new financial year greets us with the same challenges and uncertainties of the last. The recent movement in the sharemarket has confounded the skeptics and perennial bears, but that ...
Read More June 2020 Newsletter
Imagine for a moment that you personally own a large mining conglomerate which consists of: Iron ore and nickel operations in Western Australia Copper & base metal operations in Chile; ...
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