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  • SEEK Subordinated Notes | Doddsville
    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 1 About Nathan Bell research director works alongside Gareth Brown James Greenhalgh and Gaurav

    Original URL path: http://blog.intelligentinvestor.com.au/doddsville/tag/seek-subordinated-notes/ (2013-02-03)
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  • Film review: Margin Call | Doddsville
    idea where it came from It s fiction but I ve heard similar arguments expressed by actual finance professionals This is where the strength and poignancy of the film lies It highlights the absurdities of contemporary finance As the chart below shows the finance sector has increasingly taken a larger share of corporate profits Gerard Minack strategist for Morgan Stanley recently put it like this when he was growing up all the best suburbs were filled with lawyers doctors and business owners Now they are just full of bankers There s something wrong with that equation Source Financial Review Morgan Stanley Despite its somewhat moralising tone the film is a fascinating portrayal of the tensions and hypocrisies of operating in the financial services industry Margin Call is a neat incisive exploration of the unravelling of global credit boom and one I highly recommended watching VN F 1 9 20 1166 please wait Rating 4 2 5 15 votes cast Film review Margin Call 4 2 out of 5 based on 15 ratings This entry was written by Jason Prowd II posted on at 1 10 pm filed under Debt Jason Prowd Opinion Review and tagged GFC investment banking Margin call film Bookmark the permalink Follow any comments here with the RSS feed for this post Post a comment or leave a trackback Trackback URL Twitter Wrap 4 April 2012 Previous Entry Bruce Berkowitz s checklist for investing Next Entry 4 Responses Add Yours Discussion paulj said Posted April 9 2012 at 4 04 pm Great review Another film I thought did a good job of portraying the GFC was Freefall A little know BBC TV drama that shows the days leading up to the Lehman Brothers collapse and its results I would recommend it to all http en wikipedia org wiki Freefall 2009 film Reply Jason Prowd TII Reply April 10th 2012 at 11 34 am Thanks paulj I ll check it out Reply Glenn G said Posted April 10 2012 at 11 08 am The other thing I took away from the film was the massive brain drain that Wall Street has on the rest of society It wasn t over the top but I think the film was really trying to show that the money these guys are making is obscene when you have engineers rocket scientists and the like going in to corporate finance instead of their fields of study I agree with you Jason that scene with Paul Bettany did a great job of pointing the finger not at just Wall Street but at all their clients for letting it happen It was the same with the Jeremy Irons character He knew that as long as they survived then they would be fine All of their competitors would be losing clients so as long as those clients had somewhere to go some of them would come across blindly thinking that just moving between one firm to another is enough to save them next time It s

    Original URL path: http://blog.intelligentinvestor.com.au/doddsville/film-review-margin-call/ (2013-02-03)
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  • Investment Banking | 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/investment-banking/ (2013-02-03)
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  • Margin Call Film | 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/margin-call-film/ (2013-02-03)
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  • Beware the new chief executive | Doddsville
    variables in the formula it s more a struggling company than a fundamentally poor business in my opinion Coffey made too many acquisitions racked up too much debt and then employed a new chief executive who is saying and doing the right things I wasn t surprised when the writedowns came in August Nor was I surprised by this month s capital raising Indeed the story is unfolding as it has at Coffey Goodman Fielder and plenty of other companies before them Next please Coffey is finally starting to look more interesting So who will the formula touch next I can t help feeling Billabong International is a potential candidate It s a struggling business that has made a string of acquisitions Debt levels are also higher than comfortable And according to our recent Boss Talk interview management isn t considering a capital raising So what might change the situation I ll leave you to fill in the blanks Can you think of any other companies where the story has played out as described What do you think VN F 1 9 20 1166 please wait Rating 4 0 5 1 vote cast Beware the new chief executive 4 0 out of 5 based on 1 rating This entry was written by James Greenhalgh TII posted on at 2 01 pm filed under Debt James Greenhalgh Management Stocks and tagged billabong capital raising goodman fielder management 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 13 October 2011 Previous Entry Don t pay twice for outstanding management Next Entry 6 Responses Add Yours Discussion Shay said Posted October 18 2011 at 4 29 pm A change in CEO in a successful organisation generally has me worried too Sometimes all the new CEO needs to do is continue the work of the old but ego pride ambition whatever gets in the way and they feel they have to tinker around with an already successful formula or adopt a new strategy to be seen to put their mark on an organisation and often with dire consequences for the business I think I remember Gareth talking about something like this regarding Sydney Aquarium Not quite a CEO but effectively he is I dread the day Sir Alex Ferguson retires from Manchester United who are soon to float on the HK exchange I suspect over 25 30 years of success will be destroyed in a couple of years by the new pretender who really only needs to keep the ship ticking over I have nightmares of my team in decline Reply JohnC said Posted October 18 2011 at 8 28 pm What are your thoughts then on Lombard with the WHK Group Reply James Greenhalgh TII Reply October 19th 2011 at 9 17 am Hi JohnC WHK doesn t have high debt quite the reverse so the formula isn t satisfied I also wouldn t define it as

    Original URL path: http://blog.intelligentinvestor.com.au/doddsville/beware-the-new-chief-executive/ (2013-02-03)
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  • Billabong | Doddsville
    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 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

    Original URL path: http://blog.intelligentinvestor.com.au/doddsville/tag/billabong/ (2013-02-03)
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  • Capital Raising | Doddsville
    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 1 About Nathan Bell research director works alongside Gareth Brown James Greenhalgh and Gaurav Sodhi This blog

    Original URL path: http://blog.intelligentinvestor.com.au/doddsville/tag/capital-raising/ (2013-02-03)
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  • Management | Doddsville
    Nathan Bell Stocks Also tagged valuation Comments 9 Beware the new chief executive October 18 2011 2 01 pm The conventional wisdom is that new blood is desirable at a struggling company But what if that company has too much debt By James Greenhalgh TII Posted in Debt James Greenhalgh Management Stocks Also tagged billabong capital raising goodman fielder Comments 6 Doddsville podcast 13 October 2011 October 13 2011 4 33 pm Welcome to Doddsville podcast for the 13th of October 2011 Join our analysts as they discuss the importance of management and the pros and cons of having large insider ownership at ARB Corp Harvey Norman Computershare and more By James Greenhalgh TII Posted in Doddsville Podcast Uncategorized Also tagged insider ownership podcast Comments 1 How important is reputation September 27 2011 5 44 pm James Greenhalgh wonders whether the decisions by chief executives to step down are driven by factors other than it s time for a change By James Greenhalgh TII Posted in James Greenhalgh Management Also tagged Aristocrat Leisure reputation Wesfarmers Woolworths Comments 1 Good management or just good luck July 26 2011 10 09 am Everyone talks about the importance of management but is it really all it s cracked up to be By James Greenhalgh TII Posted in James Greenhalgh Management Also tagged Harvey Norman Perpetual QBE Insurance Comments 8 Older 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

    Original URL path: http://blog.intelligentinvestor.com.au/doddsville/tag/management/ (2013-02-03)
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