archive-au.com » AU » I » INTELLIGENTINVESTOR.COM.AU

Total: 97

Choose link from "Titles, links and description words view":

Or switch to "Titles and links view".
  • Spinach | 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/spinach/ (2013-02-02)
    Open archived version from archive


  • Breaking up the gold giants | Doddsville
    used to be characterised by small operators and brigands is now dominated by suited corporate goliaths Yet when it comes to mining size has disadvantages The value of gold miners is greatest when production and reserves are maximised In order to maintain valuations miners have to replace enormous production volumes or face depleting reserves For a company like Barrick which produces almost 8m ounces a year it means a lot of capital expenditure in digging increasingly marginal sources of gold Blackrock s suggestion is to break up the giants and create much smaller entities that don t have to worry about replacing such colossal output They would be able to concentrate on squeezing efficiency gains and paying dividends It s a fine idea Big miners are taking note too Anglo Ashanti for example has suggested spinning off their Australian assets However the gold majors respond it s clear that further consolidation among the top tier is unlikely The age of gold giants is closing VN F 1 9 20 1166 please wait Rating 3 9 5 8 votes cast Breaking up the gold giants 3 9 out of 5 based on 8 ratings This entry was written by Gaurav Sodhi TII posted on at 5 49 pm filed under Gaurav Sodhi Resources Stocks and tagged big miners gold gold miners Bookmark the permalink Follow any comments here with the RSS feed for this post Post a comment or leave a trackback Trackback URL David Jones forgets it s 2012 Previous Entry The Sun will shine on shares again Next Entry 2 Responses Add Yours Discussion John S said Posted November 15 2012 at 2 28 pm I may be wrong but my general impression of the mining industry is that the smaller the miner the greater the urge to spend every last dollar of free cash flow on exploration and getting bigger rather than on returns to shareholders Therefore I would think that if Blackrock s aim is to get more cash paid out that calling for the miners to be broken up is counterproductive unless their aim is to reduce them to sufficient size that they can obtain control of their favoured mines Reply TCleveland said Posted November 17 2012 at 5 12 am Given the increased scrutiny that the mining industry has been subjected to lately I m not really surprised In fact I probably agree that is it closing 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 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

    Original URL path: http://blog.intelligentinvestor.com.au/doddsville/breaking-up-the-gold-giants/ (2013-02-02)
    Open archived version from archive

  • Big Miners | Doddsville
    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 Wayne Jones guest contributor 1 About Nathan Bell research director works alongside Gareth Brown James Greenhalgh and Gaurav Sodhi This blog is where they

    Original URL path: http://blog.intelligentinvestor.com.au/doddsville/tag/big-miners/ (2013-02-02)
    Open archived version from archive

  • Gold | Doddsville
    TII Posted in Gaurav Sodhi Opinion Resources Also tagged bubble mania Comments 20 Why this jerk holds a little gold December 7 2010 3 37 pm Gold is both physically and financially inert It pays no interest does nothing useful and has no intrinsic value So why does this dyed in the wool value investor hold some By Gareth Brown II Posted in Gareth Brown Opinion Resources Also tagged Charlie Munger currency debasement fiat money Howard Marks Steve Johnson Comments 11 Buffett s golden perspective November 9 2010 3 36 pm According to US fund manager Sprott Asset Management no less than 23 separate countries have now intervened in the foreign exchange market in some way since September 21 2010 It s an unnerving statistic By Nathan Bell TII Posted in Nathan Bell Also tagged Klarman Munger Paulson Warren Buffett Comments 28 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 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

    Original URL path: http://blog.intelligentinvestor.com.au/doddsville/tag/gold/ (2013-02-02)
    Open archived version from archive

  • Gold Miners | Doddsville
    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 Wayne Jones guest contributor 1 About Nathan Bell research director works alongside Gareth Brown James Greenhalgh and Gaurav Sodhi This blog is where they

    Original URL path: http://blog.intelligentinvestor.com.au/doddsville/tag/gold-miners/ (2013-02-02)
    Open archived version from archive

  • The upside of the GFC | Doddsville
    rather than from your own VN F 1 9 20 1166 please wait Rating 3 9 5 7 votes cast The upside of the GFC 3 9 out of 5 based on 7 ratings This entry was written by Gaurav Sodhi TII posted on at 10 40 am filed under Gaurav Sodhi Opinion and tagged economic crisis GFC Bookmark the permalink Follow any comments here with the RSS feed for this post Post a comment or leave a trackback Trackback URL Doddsville podcast 25 October 2012 Previous Entry Doddsville podcast 8 November 2012 Next Entry 2 Responses Add Yours Discussion Shay said Posted November 1 2012 at 7 26 pm I ve seen a lot of similarities in Australia in the last couple of years in comparison to Ireland in the lead up to the GFC Ireland did not have a recession for 15 odd years and there was a bit of cockiness about the Celtic Tiger economy towards the end Rip off Ireland is what it was known as by your average punter within Ireland due to the huge rise in the cost of living I suspect if China had not launched it s stimulus program and Australia did not have the resources China wanted a bank bailout here was possible too and a trip down the same route as Ireland bar being locked into a single currency and not being able to devalue People forget that Ireland had very low debt to GDP before the GFC and the housing bust soon sorted that out I like Talebs quote something similar to Mungers People focus on role models it is more effective to find antimodels people you don t want to resemble when you grow up Reply peter c said Posted November 5 2012 at 9 11 am I hope when the GFC finally hits Australia we finally learn one valuable lesson Bigger better and more of does not make you happy it makes you miserable We don t need 300 and 400 square metre homes 150 square metres is plenty enough to raise a family of 2 to 4 kids Smaller well designed homes do not need energy hungry air conditioning units in our southern cities We don t need large petrol guzzling 4 wheel drives a 1 6 litre car and a couple of bikes is enough for most families We don t need to go on holidays every three to six months A holiday every couple of years makes them more memorable I remember my parents spent years without a holiday to reduce their by modern standards modest mortgage Now in retirement they travel a lot without the worry of financial strain We don t need massive 60 inch or even 42 inch TV s in every room You don t need a new phone or apple product every year or two As a consequence we don t need all that stifling and life choking debt Enoughism not moreism leads the way to happiness There comes

    Original URL path: http://blog.intelligentinvestor.com.au/doddsville/the-upside-of-the-gfc/ (2013-02-02)
    Open archived version from archive

  • Economic Crisis | Doddsville
    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 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

    Original URL path: http://blog.intelligentinvestor.com.au/doddsville/tag/economic-crisis/ (2013-02-02)
    Open archived version from archive

  • GFC | Doddsville
    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 Wayne Jones guest contributor

    Original URL path: http://blog.intelligentinvestor.com.au/doddsville/tag/gfc/ (2013-02-02)
    Open archived version from archive



  •