This update marks EGP Fund No. 1 Pty Ltd’s first full year of trading. I have this to say – may every future year mirror its results in relative terms! I will confess I am slightly under whelmed by our absolute performance. But I remind fellow investors our target is and will always be relative […]
Monthly Archives: March 2012
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Update No. 52 – 23/03/12
I’ve been thinking a lot about the differences between the performance of the Australian and the US markets, particularly over the last 6 or so months. For those of you who don’t follow these markets closely, an interesting thing has been happening. The Australian stock market has stagnated relative to the US markets performance. […]
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Update No. 51 – 16/03/12
I read a variety of economic and investment blogs on a daily basis, more economic than investment because I don’t want to have my investment ideas too heavily influenced by others current thinking; yet understanding the global economy can only benefit from a wider consumption of views (especially those contrary to your own). A number […]
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Update No. 50 – 09/03/12
I promised here to review a stock I had passed up when the fund started & review the reasons we ended up going with other options. Ranked 14 (out of 14) stocks I considered for investment (carefully considered, I looked over a great many more than that and continue to do so on a regular […]
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Update No. 49 – 02/03/12
This week, I point readers to a blog I follow called Future Pundit, which focuses on a variety of technological trends likely to alter our future. The blog is fantastic for those with an inquisitive mind about how the future is likely to look. Specifically this week, I was interested in this edition from about […]