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The ACCC yesterday issued a press release on its proceedings against Coles Supermarkets for their alleged contravention of the Australian Consumer Law. We’ve highlighted what we believe to be of interest below. You can read the full ACCC statement here. continue…

by Roger Montgomery Posted in Insightful Insights, Property, Value.able.

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CSL has announced a $450 million investment to expand its global production capacity. continue…

by Ben MacNevin Posted in Companies, Health Care, Insightful Insights, Value.able.

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Warren Buffett was on CNBC’s On the Money program over the weekend, and we thought you might be interested in his very latest thoughts… continue…

by Roger Montgomery Posted in Insightful Insights, Value.able.

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In the field of financial mathematics, for 50 or so years we have essentially been restating and coming up with different ways to answer the same question; if I know a stock price today, can I know the stock price tomorrow? continue…

by Scott Shuttleworth Posted in Insightful Insights, Value.able.

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In recent months, the number of very successful investors doing ‘it’ themselves has surged.

So here’s a question:

Do you think the number of very successful investors will continue to surge when the market falls? continue…

by Roger Montgomery Posted in Insightful Insights, Investing Education, Value.able.

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Following the September Board meeting, the Governor of the Reserve Bank of Australia (RBA) has provided a very thoughtful perspective of the Australian economy and the RBA’s view on asset prices. It’s well worth a read. continue…

by Ben MacNevin Posted in Economics, Insightful Insights, Value.able.

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I was reading the Independent Report on the merits of the proposed acquisition of FX Networks by Vocus Communications Ltd (ASX: VOC), and thought I would provide the following points made by KPMG, that haven’t previously been articulated in past posts. continue…

by David Buckland Posted in Companies, Technology & Telecommunications, Value.able.

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Last week, the ACCC reported it was commencing action against Informed Sources and petrol retailers for sharing price information. An except from the report follows below. continue…

by Roger Montgomery Posted in Value.able.

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Michael Lewis’ 2003 book, Moneyball: The Art of Winning an Unfair Game, describes the approach taken by the Oakland Athletics baseball team in the early 2000s. Essentially, the approach involved determining which performance measures contributed the most to the outcome of a baseball game, and recruiting players that rated highly against those measures. continue…

by Tim Kelley Posted in Insightful Insights, Technology & Telecommunications, Value.able.

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Before we launch into the resources discussion, an update on our Yellen-could-keep-rates-lower-for-longer-fuelling-a-possible-stock-market-boom thesis. continue…

by Roger Montgomery Posted in Energy / Resources, Insightful Insights, Value.able.

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