In the December 2007 Quarterly Newsletter, the tactics of management are scrutinized. The link between transparency and profitability is also explored. We also make our predictions as to what 2008 has in store.
In the September 2007 Quarterly Newsletter the concept of time is discussed. If one isn’t in a rush, it is much easier to take advantage of a opportunity when it appears. And when stocks go close to halving, it is an opportunity no matter how gloomy the sky above appears. This sentiment is the resounding theme […]
In the June 2007 quarterly newsletter we discuss the advantage of having a smaller, more consolidated portfolio. We also take a closer look at CathRX, Flight Centre and BBW. We also explain the term ‘sub-prime’ and the implications of these instruments on financial markets.
In the March 2007 quarterly newsletter, we reflect on our trip to visit Kagara. We also discuss our qualitative road-map in detail. We also take a look at the pharmaceuticals industry, with reference to Sigma and Pharmaxis.