Archive | 2006 Archive

December 2006 Quarterly Newsletter

In the December 2006 Quarterly Newsletter we discuss the implications of having a concentrated, high conviction portfolio.  We also explore the importance of stock selection.

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June 2006 Quarterly Newsletter

In the June 2006 Quarterly Newsletter, we take a look at the implications of a changing population on a nation’s GDP.  We also discuss the FY 2005-6 with particular reference to Roc Oil, Cochlear, SAI Global and Macquarie Bank.

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March 2006 Quarterly Newsletter

In the March 2006 Quarterly Newsletter, we take a look at the role of the media and analysts in influencing investment decisions.  We discuss the decision to sell a stock, and what conditions should be present.

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