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
April 2025 Insights
It may surprise many that the ASX finished slightly up for the month, following the drop subsequent to the Trump inspired “Liberty Day” tariff announcements. ASX200 (1-Month) The US market ...
Read More March 2025 Insights
During the month, the ASX dropped about 3%, following the lead of the US with the S&P500 down 4.5%. However, the market has rallied off its low point for the ...
Read More February 2025 Insights
During the month, the All Ordinaries index fell about 2.5%. Considering many stocks are trading ex-dividend, the market has been fairly stable. ASX 200 chart (1-month) The US market was ...
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