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  • Investment | Doddsville
    share their thoughts and gather feedback about their ASX research at Intelligent Investor Search Connect with us Recent Posts The origins of Passport Capital 15 568 days to the end of oil The worst deal I ve ever seen Doddsville podcast 20 December 2012 Best books of 2012 Recent Comments James Carlisle II commented on 15 568 days to the end of oil Samson commented on Harvey Norman crisis approaching David commented on 15 568 days to the end of oil James Carlisle II commented on 15 568 days to the end of oil Nick Earls commented on 15 568 days to the end of oil Links Bristlemouth Gravy Train How To Invest Intelligent Investor Value Fund Walnut Report Authors Select Category Banking 3 Currency 5 Debt 9 Doddsville Podcast 36 Featured 4 Gareth Brown 48 Gaurav Sodhi 67 Greg Hoffman 27 International investing 10 James Carlisle 3 James Greenhalgh 56 Jason Prowd 18 John Addis 3 Lists 3 Macro environment 16 Management 21 Nathan Bell 43 Opinion 42 Portfolio management 7 Property 1 psychology 8 Resources 21 retail 11 Review 2 Stocks 58 Strategy 9 Telecommunications 1 Tim Searles 1 Twitter Wrap 25 Uncategorized 11 Value investing theory 7

    Original URL path: http://blog.intelligentinvestor.com.au/doddsville/tag/investment/ (2013-02-02)
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  • Doddsville podcast – 15 March 2012 | Doddsville
    put us on a path to a solution though there is a long way to go I think you re right there are efficiencies to be gained in centralising power generation even via fossil fules compared with having a whole bunch of mini power plants being driven all over the country side though don t have time right now to find the actual numbers Remebering also that crude oil has to be transported refined and transported again which has a carbon penalty right up front Efficiency gains pollution per passenger km will also be gained if we shift to say natural gas compared with coal only a matter of time Over time distant future breakthroughs in and evolution of renewables will possibly solve the problem Reply Glenn G said Posted March 20 2012 at 9 02 am Great podcast always good to hear Steve guest star I m firmly in the austerity camp though the stupidity of 900 cheques to the entire voting population still hurts to think about thanks for the reminder Craig I think Jason s observation that austerity could cause political unrest is an interesting one The Asian crisis worked from an Austerity point of view because the population are disciplined enough and are realistic to know good times from bad Also you look at the success of places like Estonia applying Friedman theory to their economy in an attempt to meet all the strict guidelines to gain access to the EU at a time when nearly all countries in the EU were breaking those same guidelines The main reason Austerity doesn t work in most western cultures is that we just don t realise how good we actually have it Parisians rioting in streets at the thought of increasing the retirement age to 62 Greeks burning down Starbucks because the government is asking them to pay their taxes Americans blaming everything from immigrants to terrorists to China s strong economy on their own laziness and corruption As a friend said to me once it s not capitalism or communism that s the problem it s us humans Reply Brad said Posted March 20 2012 at 12 46 pm Thanks for the podcast I m a big fan of TII s views on investing I must admit that I thought Steve and Jason were a bit unfair to the austerity crowd and run the risk of using a straw man argument for the austerity side It seems to me that Gaurav initially presented two extremes in the form of fiscal stimulus v austerity as a way out of the problems faced by many advanced economies Steve and Jason proceeded to amend the extreme fiscal stimulus position by noting that it should occur in conjunction with structural reform and monetary stimulus but do not appear to acknowledge that many in the austerity crowd would likewise acknowledge the importance of these measures which Gaurav later pointed out regarding monetary stimulus In fact one of the potential areas for structural

    Original URL path: http://blog.intelligentinvestor.com.au/doddsville/doddsville-podcast-15-march-2012/ (2013-02-02)
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  • Doddsville podcast – 1 March 2012 | Doddsville
    standard of research As a doctor working in the field of Drug Alcohol I spend a lot of my time helping people to stop smoking The amount of health problems caused or exacerbated by cigarettes is truly mind boggling and research has been pouring in for well over 50 years Passive smoking has been looked at extensively and there is widespread scientific consensus that exposure to second hand smoke is harmful The link between passive smoking and health risks is accepted by every major medical and scientific organisation including a The World Health Organisation The governments of 168 nations have signed and currently 174 have ratified the World Health Organization Framework Convention on Tobacco Control which states that Parties recognize that scientific evidence has unequivocally established that exposure to tobacco smoke causes death disease and disability b The U S National Institutes of Health c The Centres for Disease Control d The United States Surgeon General e The U S National Cancer Institute f The United States Environmental Protection Agency g The California Environmental Protection Agency h The American Heart Association American Lung Association and American Cancer Society i The American Medical Association j The American Academy of Paediatrics k The United Kingdom Scientific Committee on Tobacco and Health l The Australian National Health and Medical Research Council Passive smoking is estimated to kill 53 000 non smokers per year in the USA making it the 3rd leading cause of preventable death there Other research has found that passive smoking worldwide causes over 600 000 death a year which represents 1 of the world s deaths per annum Second hand smoke causes many of the same diseases as direct smoking including cardiovascular diseases lung other cancers acute chronic respiratory diseases as well as pregnancy postnatal problems The list is extensive and I can provide sources if needed One of the major issues for smoking in pubs clubs restaurants and other social venues centres not so much on the patrons who choose to be there usually occasionally but the workers who often have an economic imperative to work there frequently and can be exposed to second hand smoke on a daily basis Some of these workers have gone on to develop severe smoking related diseases successful court cases have been launched Bad haircuts and loud people with B O are annoying but passive smoke can hurt other people and chronic passive smoking can kill Many things in the field of medicine are controversial or have limited evidence The effects of smoking active or passive are well researched and are very clear cut If only investing was equally clear I continue to enjoy your excellent research and market commentary Kind regards Rob Reply Leave a Comment Your email is never shared Required fields are marked Your Name Email Website Optional Your Comment Click to cancel reply Intelligent Investor Analysts Nathan Bell research director works alongside Gareth Brown James Greenhalgh Gaurav Sodhi and Jason Prowd This blog is where they share their thoughts

    Original URL path: http://blog.intelligentinvestor.com.au/doddsville/doddsville-podcast-%e2%80%93-1-march-2012/ (2013-02-02)
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  • Gaurav Sodhi | Doddsville - Part 2
    trawling through a list of the ten top shorted stocks tell us By Gaurav Sodhi TII Also posted in Opinion Stocks Tagged retail short sale short sellers Comments 6 Bruce Berkowitz s checklist for investing April 10 2012 11 29 am Legendary investor Bruce Berkowitz has made a fortune for himself and his investors This simple checklist is one of his secrets By Gaurav Sodhi TII Also posted in Value investing theory Tagged Berkowitz investing checklist value investing Comments 4 Understanding Hayek vs Keynes March 27 2012 2 46 pm Here are two easy ways to better understand the vital ideas of Keynes and Hayek By Gaurav Sodhi TII Also posted in Opinion Tagged economics Hayek Keynes Comments 4 Streaming or retailing March 23 2012 12 49 pm Despite an awful track record with predictions about technology Gaurav Sodhi makes another digital streaming will trump digital retailing By Gaurav Sodhi TII Also posted in Opinion Tagged Digital content streaming service technology Comments 3 How good is Woolies March 2 2012 1 51 pm What makes Woolworths great Is it management or monopoly By Gaurav Sodhi TII Also posted in retail Stocks Tagged management monopoly Woolworths Comments 5 Older posts Newer posts Intelligent Investor Analysts Nathan Bell research director works alongside Gareth Brown James Greenhalgh Gaurav Sodhi and Jason Prowd This blog is where they share their thoughts and gather feedback about their ASX research at Intelligent Investor Search Connect with us Recent Posts The origins of Passport Capital 15 568 days to the end of oil The worst deal I ve ever seen Doddsville podcast 20 December 2012 Best books of 2012 Recent Comments James Carlisle II commented on 15 568 days to the end of oil Samson commented on Harvey Norman crisis approaching David commented on 15 568 days

    Original URL path: http://blog.intelligentinvestor.com.au/doddsville/category/gaurav-sodhi/page/2/ (2013-02-02)
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  • Science lessons from spinach | Doddsville
    in living a healthy lifestyle now for the benefit of their future health It wasn t reading the diet books that helped it was taking action and no doubt took a bit of trial and error to work out what worked for you personally Reply Mars Reply December 6th 2012 at 3 16 pm The point is that my taking action had everything to do with looking outside the medical profession Greg Hoffman II Reply December 6th 2012 at 4 31 pm Do you have any book recommendation in this area Mars Mars Reply December 6th 2012 at 4 55 pm Hi Greg It was a bit of a journey for me as you might imagine It started with The Liver Cleansing Diet and progressed to other books Culimating in one particular book that I found most ineteresting and worthwhile It was a number of years ago now so before I quote the author and title lest I get it confused with lesser books I shall inpsect my bookshelf when I get home tonight What I learnt however seemed to flip conventional wisdom on its head maximising grains minimising fats etc you know the old the food pyramid I m soon going to read a couple of diet books recommended by Taleb of all people It just seems to me whether its investment or weather its health it pays to look beyond conventional wisdom mars Reply December 7th 2012 at 2 34 pm Writing from my phone so I ll keep it brief Greg the book they had the most impact on me personally and I found intriguing was The metabolic typing diet by William Wolcott Trish Fahey I read years ago so don t know how much other relevant material has been published since Phill I am very glad of huge strides made by medicine in last 100 years But think that 100 years from now we will look like cave men We need to move beyond fixing problems or just symptoms and move to actually getting healthier Have good weekend all Phil N Reply December 7th 2012 at 10 19 am I sometimes wonder if the complaints about modern medicine s inadequacies are driven in part by high expectations Go back a couple of hundred years and the idea of more than half of all babies reaching adulthood was a bit of a dream It may not ever be possible to prevent all disease or cure all ailments because germs are constantly evolving and people are all different although maybe genetic testing will allow personalised medical plans in the not too distant future But I m glad the scientific method has helped in the discovery and testing of so many effective medications That said it s probable that some of the crap in modern diets excess sugar trans fats palm oil in everything is probably not good for us It would be great if universities were well enough supported that they had the resources to do some proper

    Original URL path: http://blog.intelligentinvestor.com.au/doddsville/science-lessons-from-spinach/ (2013-02-02)
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  • Brontosaurus | Doddsville
    to the end of oil The worst deal I ve ever seen Doddsville podcast 20 December 2012 Best books of 2012 Recent Comments James Carlisle II commented on 15 568 days to the end of oil Samson commented on Harvey Norman crisis approaching David commented on 15 568 days to the end of oil James Carlisle II commented on 15 568 days to the end of oil Nick Earls commented on 15 568 days to the end of oil Links Bristlemouth Gravy Train How To Invest Intelligent Investor Value Fund Walnut Report Authors Select Category Banking 3 Currency 5 Debt 9 Doddsville Podcast 36 Featured 4 Gareth Brown 48 Gaurav Sodhi 67 Greg Hoffman 27 International investing 10 James Carlisle 3 James Greenhalgh 56 Jason Prowd 18 John Addis 3 Lists 3 Macro environment 16 Management 21 Nathan Bell 43 Opinion 42 Portfolio management 7 Property 1 psychology 8 Resources 21 retail 11 Review 2 Stocks 58 Strategy 9 Telecommunications 1 Tim Searles 1 Twitter Wrap 25 Uncategorized 11 Value investing theory 7 Wayne Jones guest contributor 1 About Nathan Bell research director works alongside Gareth Brown James Greenhalgh and Gaurav Sodhi This blog is where they share their thoughts

    Original URL path: http://blog.intelligentinvestor.com.au/doddsville/tag/brontosaurus/ (2013-02-02)
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  • Popeye | Doddsville
    to the end of oil The worst deal I ve ever seen Doddsville podcast 20 December 2012 Best books of 2012 Recent Comments James Carlisle II commented on 15 568 days to the end of oil Samson commented on Harvey Norman crisis approaching David commented on 15 568 days to the end of oil James Carlisle II commented on 15 568 days to the end of oil Nick Earls commented on 15 568 days to the end of oil Links Bristlemouth Gravy Train How To Invest Intelligent Investor Value Fund Walnut Report Authors Select Category Banking 3 Currency 5 Debt 9 Doddsville Podcast 36 Featured 4 Gareth Brown 48 Gaurav Sodhi 67 Greg Hoffman 27 International investing 10 James Carlisle 3 James Greenhalgh 56 Jason Prowd 18 John Addis 3 Lists 3 Macro environment 16 Management 21 Nathan Bell 43 Opinion 42 Portfolio management 7 Property 1 psychology 8 Resources 21 retail 11 Review 2 Stocks 58 Strategy 9 Telecommunications 1 Tim Searles 1 Twitter Wrap 25 Uncategorized 11 Value investing theory 7 Wayne Jones guest contributor 1 About Nathan Bell research director works alongside Gareth Brown James Greenhalgh and Gaurav Sodhi This blog is where they share their thoughts

    Original URL path: http://blog.intelligentinvestor.com.au/doddsville/tag/popeye/ (2013-02-02)
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  • Science | Doddsville
    to the end of oil The worst deal I ve ever seen Doddsville podcast 20 December 2012 Best books of 2012 Recent Comments James Carlisle II commented on 15 568 days to the end of oil Samson commented on Harvey Norman crisis approaching David commented on 15 568 days to the end of oil James Carlisle II commented on 15 568 days to the end of oil Nick Earls commented on 15 568 days to the end of oil Links Bristlemouth Gravy Train How To Invest Intelligent Investor Value Fund Walnut Report Authors Select Category Banking 3 Currency 5 Debt 9 Doddsville Podcast 36 Featured 4 Gareth Brown 48 Gaurav Sodhi 67 Greg Hoffman 27 International investing 10 James Carlisle 3 James Greenhalgh 56 Jason Prowd 18 John Addis 3 Lists 3 Macro environment 16 Management 21 Nathan Bell 43 Opinion 42 Portfolio management 7 Property 1 psychology 8 Resources 21 retail 11 Review 2 Stocks 58 Strategy 9 Telecommunications 1 Tim Searles 1 Twitter Wrap 25 Uncategorized 11 Value investing theory 7 Wayne Jones guest contributor 1 About Nathan Bell research director works alongside Gareth Brown James Greenhalgh and Gaurav Sodhi This blog is where they share their thoughts

    Original URL path: http://blog.intelligentinvestor.com.au/doddsville/tag/science/ (2013-02-02)
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