Update No. 196 – 01/01/15

Update No. 196 – 01/01/15

In Update No. 144, exactly 12 months and 52 updates ago, I explained what a waste of time predictions and forecasts were. Naturally, I then went on to give my two predictions for 2014. I will today check how they fared.

Update No. 195 – 24/12/14

This week is a shortened one for the market due to the Christmas and Boxing Day public holidays on the 25th & 26th. I will keep the update similarly short. The details are below and I hope you find some time to spend with the important people in your life over the next few days […]

Update No. 194 – 19/12/14

We eliminated another two holdings this week as I seek to get our number of holdings down to a more appropriate level. We hold shares in 26 businesses after these eliminations; I still view that as too many for a properly focused fund running a small pool of capital. I will continue to focus on ensuring the largest proportion of our capital is focused primarily on the greatest risk/reward opportunities.

Update No. 192 – 05/12/14

You know what hasn’t been discussed enough in the Australian business media the last few weeks? The Medibank Private IPO. Better add my two cents…