I spent a lot of time this week thinking about management quality. It was prompted mostly by a trip to Melbourne to meet with management at some of our investments.
Monthly Archives: April 2016
It’s an odd feeling to be making strong positive returns, but to be left unsatisfied.
This week’s movement could well be described as the rally EGP forgot.
About two years ago, I made a rare diversion from the blogs usual focus on listed investments to give some brief views on the Australian housing market.