Archive | 2010 Archive

2010 Newsletters

September 2010 Quarterly Newsletter

In the September 2010 edition we discuss some of the risks of merger and acquisition strategies. We discuss Campbell Brothers in detail – a portfolio position and we make a comment on the changing world order.

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June 2010 Quarterly Newsletter

In the June 2010 quarterly newsletter, we review our performance and attribution.  We also refer to an article written nearly 50 years ago to understand why history is repeating.  We discuss Blackmores in detail and examine our portfolio position.  We also make a comment on sovereign risk and the election.

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March 2010 Quarterly Newsletter

In the March 2010 quarterly newsletter we discuss IRESS in detail.  We also raise the lid on acquisitions gone wrong and why investors should be asking some hard questions of management.  We also take a look at the potential bubble in residential home prices and finally make a comment on the RBA.

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