Monthly Archives: May 2013

Update No. 115 – 31/05/13

I hinted on Twitter through the week that I would talk more about my primary reason for visiting SE Asia this week. However, having flown home through Thursday night & returned to a huge administrative workload in association with our inaugural dividend today, I will leave the in depth analysis to next week as I […]

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Update No. 114 – 24/05/13

I wrote this post from a Ho Chi Minh city hotel. I will spend the next week visiting some companies we own in South East Asia and a couple that we may or may not own in the future. I have flown Air Asia (an Über budget airline) because I’m a shocking cheapskate and as […]

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Update No. 113 – 17/05/13

It was ‘Budget Week’ in Australia this week as Wayne Swan handed down his sixth and – barring something deeply unexpected – final budget. I don’t intend to make any detailed political commentary here, unless a particularly economically heinous new policy is announced, I intend to float above politics on this blog. It did bring […]

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Update No. 112 – 10/05/13

A few weeks ago I came across an article about a fellow who had retired at 30. The article is well worth the read; he’s hardly leading a life of luxury, but his achievement within the framework of goals he had set himself is admirable. A huge proportion of success comes down to goal-setting; this […]

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Update No. 111 – 03/05/13

Both EGP & our benchmark closed at all time highs since the fund was founded today, given we don't own any bank shares, leading the Australian benchmark quite handily this year is a pretty good accomplishment I think… I commented on the ‘Top 5’ stories from my Twitter feed a couple of weeks back. I realised when […]

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