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Updates


Bank Runs

27
Mar 2023

The 18th president of the United States and the Commanding General of the Union Army, Ulysses S. Grant, spent the final year of his life in a desperate race to write his memoirs. Complaining of a sore throat in the summer of 1884, Grant delayed seeing a doctor until mid-autumn where it was confirmed he […]

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Content, Conflict & Russia

24
Feb 2022

Nothing can now be believed which is seen in a newspaper. Truth itself becomes suspicious by being put into that polluted vehicle. The real extent of this state of misinformation is known only to those who are in situations to confront facts within their knowledge with the lies of the day… I will add, that […]

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Update on the current correction in Equity Markets

28
Feb 2020

We are seeing a major correction occurring in all global equity markets as investors try to assess the impact of the coronavirus on corporate profits. The Dow Jones is now down over 12% from the peak it reached on the 12th February as near panic grips many markets. The extensive factory closures and travel bans […]

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Federal Budget Report 2019-20

9
Apr 2019

Federal Budget 2019 – What it means for you   Relaxing super rules for some over 65s and helping ease some cost of living pressures are just some of the key focuses of the Government’s 2019-20 Budget, released by Treasurer Josh Frydenberg on Tuesday 2 April 2019. This year’s Budget was particularly interesting in that it […]

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20 lessons in 20 years – Part 20 (1)

9
Apr 2019

Investing in good quality companies on the Australian stockmarket will remain a sensible strategy for the patient investor looking to build long-term wealth By Anton Tagliaferro, Ben van den Tol |  26 March 2019 Investing in the Australian stockmarket exposes investors directly to the endeavours of Australian company management and the growth of the Australian economy, […]

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20 lessons in 20 years – Part 19

9
Apr 2019

What is the most relevant benchmark when investing in the stockmarket? By Anton Tagliaferro and Michael O’Neill   In an industry which is very focused on performance, an investor who has read any fund manager reports will often see references to the ‘benchmark’ and how a certain Fund has performed versus its relevant benchmark. What […]

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20 lessons is 20 years – Part 15

13
Feb 2019

Why a large weighting in the Resources sector is not suitable for investors looking for consistent dividends and low volatility By Anton Tagliaferro |  29 November 2018 Australia is one of the largest exporters of commodities in the world – we are the largest iron ore producer as well as being one of the largest producers […]

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20 lessons in 20 years – Part 12

16
Nov 2018

Always use the appropriate valuation tool By Michael O’Neill and Anton Tagliaferro |  06 November 2018   As a value manager buying companies at a reasonable price is one of the most important aspects of IML’s approach to investing. There is no single valuation method that fits all sectors and companies and there are many valuations […]

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20 lessons in 20 years – Part 11

6
Nov 2018

The lowest PE stocks are not always the most attractive By Anton Tagliaferro and Michael O’Neill |  26 October 2018 IML’s philosophy has always been to buy stocks with competitive advantage, recurring earnings, capable management at a reasonable price. There are several methods that can be used by investors to assess the attractiveness a company’s share […]

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GFC 10 years on: Time & Patience

30
Oct 2018

OUTSIDE THE FLAGS By Jim Parker, Vice President, Dimensional Fund Advisors October 2018 In Leo Tolstoy’s great novel ‘War and Peace’, a Russian general charged with defeating Napolean and expelling the French from Russian soil argued against rushing into battle, saying the strongest of all warriors were “time and patience”. It’s an observation worth recalling as the […]

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