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- Getting the best out of the team
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- QAN 2012 RESULTS CONTINUED
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Is caution being thrown to the wind?
The financial markets seem to have a lot of moving parts at the moment. Relatively swift changes to exchange rates, commodity prices, interest rates, GDP outlooks and share prices have made it increasingly challenging for a value investor to arrive at a clear view on how best to allocate investment funds. Continue reading
Australia – on the precipice? (part one)
Part one of a two part series on the demise of Australia
Last week’s year-six father and son breakfast was never expected to throw up any investment ideas. Indeed, I was so focused on the kids that I wasn’t even listening out for investment insights when one hit me, or, to be more accurate, brushed gently before me.
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The resources industry is in recession – so get ready to eat Kopi Luwak
Kopi Luwak refers to the beans of coffee berries once they have been eaten and excreted by the Asian Palm Civet. Passing through a civet’s intestines, the beans are then defecated with other fecal matter and collected, dried and eaten or drunk… or perhaps eaten by drunks.
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They’ve done it again!
Back in January (you can find our older post here), we produced the following table showing how, since 2010, Credit Corp Group (ASX: CCP) management have generally been conservative when providing initial guidance on the year ahead, and then how they have announced upgrades in a useful, if not predictable, way each November, February and May.
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Getting the best out of the team
After 27 seasons at the helm of Manchester United Football Club, Sir Alex Ferguson has announced his retirement. Winning thirteen Premier League titles, five FA Cups and 2 UEFA Champions League titles in the ‘up-this-year, out-the-next’ world of professional sport is an extraordinary result.
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