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

October 2021 Insights

The September slump had a number of commentators concerned about falling markets, however, they have recently been moving up, largely due to an excellent quarterly earnings season in the USA; ...
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September 2021 Insights

September was an eventful month providing much to consider for those speculating on short-term market movements. Domestically, the reopening trade continues to gain traction as we have a semblance of ...
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August 2021 Insights

The past month has seen many ASX listed companies report FY20/21 results. On average, about 40% have beaten forecasts, 40% were in-line and only 20% reported earnings that were below ...
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