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
October 2020 Intro
Welcome to the October 2020 edition of Leyland Lines. The unusual paradigm in which markets have lived in the past 9 months continues unabated. The normal drivers of individual company ...
Read More 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 ...
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