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
September 2026 Insights
During the month, the ASX dropped about 3.7%, versus a relatively flat performance from the US S&P500. The main reason for the underperformance is the composition of the domestic market. ...
Read More August 2026 Insights
The Australian market has finished the month relatively flat, as companies reported FY26 earnings numbers. Australian companies have generally delivered a resilient reporting season, but the quality of earnings is ...
Read More July 2026 Insights
The new financial year has begun much as the previous one ended. Geopolitical tensions in the Middle East continue to dominate investor sentiment, primarily through their impact on energy markets. ...
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