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Watch out for the Burson IPO
Tomorrow will mark the initial public offering of Burson Group, Australia’s largest trade-focused distributor of automotive aftermarket parts. Based on an initial evaluation, we believe the business is of high quality and have participated in the offering. Continue reading
What do you think about inflation?
The Wall Street Journal recently published a very interesting chart that showed declines in inflation rates over the last year in many countries and financial centers. This perhaps seems surprising given the relentless “quantitative easing” that has been taking place in the US, not to mention the bond-buying program in the Eurozone. Continue reading
Looking forward to: JB Hi-Fi results
On Thursday, Dick Smith Holdings (ASX: DSH) released a solid quarterly result, revealing a continued period of buoyancy in household electronic goods sales. Whilst we don’t own shares in the business – as we prefer to own the dominant player in any sector – we couldn’t help but take note. Continue reading
Exposure to the Generational Avalanche
It is estimated that the number of people over the age of 70 will double in Australia over the 2006-2021 period. This “grey market”, or the Generational Avalanche as we refer to it internally, is going to fundamentally shape the landscape of the Australian economy. Continue reading
Value Investing According to Browne
Those of you have read anything or even, possibly, everything written about Warren Buffett, you would know that he has said many flattering things about Charles Browne and Forrest Tweedy and the brokerage-come-funds-management firm they founded Tweedy Browne LLC. Continue reading