I was given this week to think about beginnings.

I am a huge fan of logic. Insofar as it is possible, I try to ensure every view I hold stands up to logical argument and well considered reasoning. If a qualitative challenge to any position I hold is presented to me I am among the fastest people I know to change my position. But […]

After 7 consecutive weekly rises, the market finally retreated this week.

As mentioned last week, I’m travelling, so don’t wait with bated breath for the usual 500 words of quality prose on topics both interesting and unexpected. Instead this week, I’ve written some poetry.

I am traveling for the next 3 weeks.

What you want is a Fund Manager that feels terrible when they lose some of your money (even if it’s just a quotational loss). They should really sweat bullets when things aren’t going well, or they’re not fit for the job.

Retrospectivity. We sometimes all wish we could change the past. Governments can. Ours just did.

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.

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.

Eternal Growth Partners has turned 5 years old. I am hopeful I have at least 40 or 50 more years of running the fund ahead of me.

We had some good fortune this week that resulted in our setting a new all-time lead over the ASX200 of 67.37% since inception.

I have been teaching my daughter to drive for the last few weeks. It has brought risk-management and the art of learning to the forefront of my mind. My daughter is the third and last of our children to learn to drive. Some of the risk-management thoughts were prompted by the fact that I discovered […]

The portfolio metrics based on 31 December 2015 balance date and 11 March 2016 prices: