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.

Leyland Timeless Thoughts

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 ...
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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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Leyland Market Updates

Insights

May 2021 Newsletter

During May, the market was broadly flat. The outlook for the domestic economy appears robust: Household and corporate balance sheets are strong. Elevated retail spending. 20-year high job vacancy rate ...
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April 2021 Newsletter

Much has been made of the market hitting all-time highs recently; accompanied by the normal predictions of pending catastrophe. Many great investors have discussed the folly in making market predictions.  ...
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March 2021 Newsletter

Two strong opinions have been at loggerheads recently: The first says, 'the end of the world is nigh', and that inflation, interest rates and unemployment are about to skyrocket. This ...
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