Update No. 265 – 29/04/16
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.
- Posted by tony
- On April 29, 2016
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Update No. 264 – 22/04/16
It’s an odd feeling to be making strong positive returns, but to be left unsatisfied.
- Posted by tony
- On April 23, 2016
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Update No. 263 – 15/04/16
This week’s movement could well be described as the rally EGP forgot.
- Posted by tony
- On April 15, 2016
- 2 Comments
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Update No. 262 – 08/04/16
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.
- Posted by tony
- On April 8, 2016
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