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  • BRW | 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/brw/ (2013-02-03)
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  • Gerry Harvey | Doddsville
    be interviewed by The Intelligent Investor on the 27th of July 2010 Here s your chance to propose questions to be asked By Greg Hoffman TII Posted in Greg Hoffman Also tagged Brian McNamee Harvey Norman Leighton Holdings Master CEOs Matthew Kidman Paul Little Toll Holdings Wal King Comments 17 Riding the coattails of owner managers February 7 2010 7 55 pm Investing alongside owner managers carries risks as well as the obvious benefits By Nathan Bell TII Posted in Nathan Bell Also tagged Computershare Harvey Norman Kerr Neilson Key man risk Owner manager Platinum Asset Management Servcorp Comments 31 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 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

    Original URL path: http://blog.intelligentinvestor.com.au/doddsville/tag/gerry-harvey/ (2013-02-03)
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  • Online Retailing | Doddsville
    worse is coming By James Greenhalgh TII Posted in James Greenhalgh Macro environment Stocks Also tagged retailing zara Comments 45 BRW wrong about threat from Lew January 17 2011 10 17 am BRW Magazine thinks online retailers should beware of Solomon Lew Greg Hoffman disagrees By Greg Hoffman TII Posted in Greg Hoffman Also tagged BRW Gerry Harvey GST online retail Solomon Lew Zappos Comments 2 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 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

    Original URL path: http://blog.intelligentinvestor.com.au/doddsville/tag/online-retailing/ (2013-02-03)
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  • Resourceful investing in 2011: Don’t be caught out | Doddsville
    such stocks today may be buying at the top of a cycle a painful exercise which I hope Doddsvillagers manage to avoid Buying miners and mining related stocks may be the right move at the moment we have a handful on our current buy list at The Intelligent Investor but not for the reasons put forward in this article VN F 1 9 20 1166 please wait Rating 4 0 5 1 vote cast Resourceful investing in 2011 Don t be caught out 4 0 out of 5 based on 1 rating This entry was written by Greg Hoffman TII posted on at 6 13 pm filed under Greg Hoffman and tagged banking resource stocks Resourceful investing retailing Bookmark the permalink Follow any comments here with the RSS feed for this post Post a comment or leave a trackback Trackback URL What s Facebook worth Previous Entry Is Perpetual s Chris Ryan the right man for the job Next Entry 6 Responses Add Yours Discussion Ross said Posted January 12 2011 at 8 03 pm Thanks Greg I love the expression Doddsvillagers Reply J Mako said Posted January 13 2011 at 8 24 am Very well said Greg Reply Mars said Posted January 13 2011 at 11 41 am All true Greg Talking about retailing being belted now we ve got HVN having a double hammering Poor old Gerry seems to be stumbling from one PR disaster to another Is this a sign that he has lost his touch or is a signal to the circling vultures contrarians Reply Greg Hoffman TII Reply January 13th 2011 at 1 37 pm That s a very good question and one I don t have a very good answer to I m sorry He really has made some poor judgments recently as you say Maybe someone with better insight can tell us whether he s crazy like a fox or just plain crazy in relation to PR disasters and also the whole online retail concept in which HVN is hardly a world leader Reply Mars Reply January 13th 2011 at 1 40 pm I just hope the price drops sufficiently that the price to value becomes a no brainer Reply Edward Vesely said Posted January 16 2011 at 3 34 pm In my humble opinion I feel companies like HVN will have lower ROEs in the future than they do currently I can t help but agree that Gerry Harvey has made some strategic mistakes here in supporting the idea of a GST on imports below 1 000 The free kick given by the government to overseas retailers selling goods below 1 000 is not what s killing him Even with a GST added on to these imports these goods are still much cheaper Consumers however would buy locally if the value proposition is good enough As much as I like the HVN brand I still shop around and many other consumers do the same thing I don t care if my iPod

    Original URL path: http://blog.intelligentinvestor.com.au/doddsville/resourceful-investing-in-2011-don%e2%80%99t-be-caught-out/ (2013-02-03)
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  • Banking | Doddsville
    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 Sodhi This

    Original URL path: http://blog.intelligentinvestor.com.au/doddsville/tag/banking-2/ (2013-02-03)
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  • Retailing | Doddsville
    tagged online retailing zara Comments 45 Resourceful investing in 2011 Don t be caught out January 12 2011 6 13 pm Confusing business trends with likely share price movements is a potential trap especially for newer investors Greg Hoffman explains using a recent example By Greg Hoffman TII Posted in Greg Hoffman Also tagged banking resource stocks Resourceful investing Comments 6 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 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

    Original URL path: http://blog.intelligentinvestor.com.au/doddsville/tag/retailing/ (2013-02-03)
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  • What Japan's electricity tells us about Europe | Doddsville
    at 40 rather than 90 hurts someone s pocket and I ve yet to see much evidence of a pain now for insurance later attitude from any European leaders Not that the situation itself mightn t have some built in redundancies such as the way that the crisis has lowered the euro and allowed Germany to export more than it would otherwise Reply Dave Reply June 20th 2012 at 1 01 pm Yes Germany makes a lot of money from the weakness of the Euro Unfortunately Germany is refusing to share those export gains with those countries who would be better off if the Euro was even weaker Imagine how NSW and Victoria would be coping at the moment if there was one currency and one interest rate for the whole country but there was no Federal budget and the states had to pay for education healthcare defence spending etc from their own tax revenue It just highlights yet again the obvious reality that a single currency without a single budget can t work in the long run Reply Gareth Brown TII Reply June 20th 2012 at 3 48 pm A bit off topic and I certainly don t want to start an us and them tussle but NSW and Victoria have been net tax payers for decades In more recent years with the mining boom and the increasing flow from WA and Queensland their outflow has shrunk But at least the way Gittins explains it in the article below they don t appear to be net recipients from other states even in the current situation http bit ly KIDtPl Reply Dave Reply June 21st 2012 at 1 05 pm Fair point Gareth Perhaps how Tasmania and South Australia would cope without Federal taxation and redistribution is the better example Regardless of the details I think the comparison between Federal arrangements like those in Australia and the USA and the current common currency and interest rates without a common budget mess in the Euro zone is still very relevant What would be a built in redundancy under a common budget such as Germany s export boom is instead reliant on Germany s generosity which they have so far shown very sparingly and grudgingly The Europeans will probably find a way out of the problem eventually but the solution would have been less painful and drawn out if the system had been set up properly from the beginning The apparent belief that they would be able to fix the system some time later before it became a problem was probably on the wrong side of the dividing line between naive and stupid Gaurav Sodhi TII Reply June 22nd 2012 at 3 31 pm True redundancy makes adaptation easier but I m not sure it s vital the role of innovation in crisis is probably under appreciated A great example is what happened on Apollo 13 Astronauts on board the shuttle survived even when all their systems failed It s an extreme

    Original URL path: http://blog.intelligentinvestor.com.au/doddsville/what-japans-electricity-tells-us-about-europe/ (2013-02-03)
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  • Nuclear Power | Doddsville
    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 Wrap 25 Uncategorized 11

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