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  • Telstra: Microsoft minus the cash | Doddsville
    in Telstra I say Reply Alex said Posted February 15 2010 at 5 00 pm I purchased a HTC Touch Pro 2 outright and as much as i love the phone i could not agree with the above article more Almost everything is pre configured to Telstra and is very difficult to change I am reasonably tech savvy and if it wasn t for a lot of free information on Whirlpool and similar forums i would have really struggled to get most of the phones applications working with Optus Whenever i contacted Telstra to see if an application program etc could be unlocked I was either told that it could not be or that the person couldn t help me and I d get a call which i did but from someone who knew less than the first person I spoke to Reply Deano647 said Posted February 15 2010 at 7 04 pm John Addis posed the question How can a company so fundamentally misunderstand its market Answer Practice Reply Mike said Posted February 15 2010 at 11 40 pm Great article and spot on Everybody who has ever had to deal with Telstra will relate to this article I wonder if Telstra realise when they lose a customer just how difficult it is to get that business back I was once a Telstra customer but not anymore There is much better offerings out there Reply James Greenhalgh TII Reply February 16th 2010 at 9 30 am I know Telstra bashing is fashionable and I agree there are areas where Telstra irritates me It s the only bill I have to pay by direct debit due to a credit card surcharge which I refuse to pay anywhere and when I moved they conveniently forgot to transfer my 50 free local calls a month over to my new home fixed up after a phone call And yes they are more expensive But I ve rarely had problems with customer service Bigpond has been great the times I have had to speak with them I m also willing to pay a premium for internet etc BECAUSE it is Telstra In the past I used smaller telcos that then closed down eg Dingoblue So the hassle of having to muck around and change my home email address keeps me with Telstra I know they are going to always be there and it means I can always keep the same email address My suspicion too is that people put up with occasional poor customer service from smaller telcos but only complain about Telstra Telstra is a big easy target None of this says anything about whether Telstra is a good investment or not though Reply Mars Reply February 16th 2010 at 9 59 am Lets hope Telstra bashing reaches a crescendo with a corresponding drop in the share price and then I might even start feeling a teeny weeny bit interested in this beast Reply John Addis Intelligent Investor GM said Posted February 16 2010 at 8 56 am It s always the way isn t it You spend a few hundred words writing of Microsoft s descent into a cash filled grave and the very next day they come out with a mobile OS that in the words of the geek is the atypical game changer More details here if you must http gizmodo com 5471805 windows phone 7 series everything is different now skyline true s i No sign yet though that Telstra s customer service is undergoing the same sort of revolution Reply Adrian Oosterman said Posted February 16 2010 at 10 39 am As a shareholder in Telstra for the last 10 yrs I have now been adviced by my financial advisor to sell my shares The reason there is no future in this company whatsover When you think of the thousands of Mum Dad investors who placed their money in this telco in good faith how dissapointing The reason why I invested 10 yrs ago Telocommunications was the way of the future and Telstra were well placed to take advantage of this How dissapointing that they never stepped up to the plate Reply Justin O Kane said Posted February 16 2010 at 10 57 am I think you are being too harsh on Telstra and by implication it s management Just because they are doing the wrong thing by their customers doesn t always mean they are doing the wrong thing by their shareholders it all depends on the circumstances Telstra is stuck between a rock and a hard place leaving them with very difficult choices Telstra competes in an industry which is driven by price thanks to advances in technology yet they don t compete on price themselves rarely do they advertise with a price in it because they have legacy customers who pay over the odds even though they could do better elsewhere plus they have customers for whom Telstra is the only viable option i e the last of the true monopoly I suspect that if Telstra was to compete openly on price they would most likely have to price match for all existing customers and so they win back massive market share of marginal business at the cost of all their existing high margin business in one go If I was a shareholder I would be accepting of the existing strategy of just milking the cow even if the cow produces less every year Telstra can only play the hand dealt and becoming competitive or adapting doesn t appear in their interest yet management knows this especially Sol and his mates and so should shareholders Reply Mike said Posted February 17 2010 at 8 30 am I think Telstra are between a rock and a hard place with the government and customers on one side and shareholders on the other or maybe its 3 opposing forces To me it looks like no one is going to win this battle let alone the war There are

    Original URL path: http://blog.intelligentinvestor.com.au/doddsville/telstra-microsoft-minus-the-cash/ (2013-02-03)
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  • John Addis (TII) | Doddsville
    models of Australia s biggest stocks The video runs for about 15 Read More Posted in John Addis Comments 54 My and your best investing books of 2009 January 11 2010 4 26 pm Each year I look forward to hearing which books have nourished Charles T Munger s substantial brain over the past year Whilst I admit to be nothing more than a thief of reading ideas I am a thief who shares And I m going to invite you to join this virtual library by suggesting you recommend at Read More Posted in Nathan Bell Comments 18 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

    Original URL path: http://blog.intelligentinvestor.com.au/doddsville/author/john-addis/ (2013-02-03)
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  • Telstra | Doddsville
    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

    Original URL path: http://blog.intelligentinvestor.com.au/doddsville/tag/telstra/ (2013-02-03)
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  • New Video Feature – Dumb Questions for Intelligent Investors | Doddsville
    I am able to develop some sort of idea of how long I might need to be in the market until overvaluation is arrived at how large a portion size I might use etc etc Plus I can attempt to compare this info with financial statement information and your analysis to learn more about when stocks are over or under valued Ohh and most importantly about the pink shirt from my experience and to the best of my awareness the ladies just adore pink so any stockbroker would be crazy not to have one The great unanswered question now is I wonder what Buffett and Ben Grahams wisdom about pink shirts would be I bet Phillip Fisher thinks they are just tops Reply Simon Hall said Posted February 1 2010 at 10 32 am Thanks for tyring out new things fellas its good to see you re actively trying new ways to engage your subscribers Unless you re adding significant visual information there s no real benefit over an audio podcast Maybe you could discuss charts using some graphic animations etc to point out various points Personally I prefer the audio only ones as I can listen to them anywhere on my mp3 player Video requires me to be in front of my PC Just a note on the audio channels when listening through headphones and watching the video it seems as though the left and right channels are swapped So while Greg is sitting right of camera his voice is coming from left of camera and vice versa for Gareth Its not at all important in audio only format as there s no visual feedback But it is a bit disconcerting with video Cheers Reply Jason P said Posted February 1 2010 at 11 25 am On the whole I think this is a great idea and a great way of creating better link between members TII I d agree with comments above that the videos don t necessarily add much to the podcast and I imagine they require more work If that s the case I support the idea of them being used for management interviews I think a lot can be learnt from watching how someone responds to questioning Keep up the good work Reply Nicholas said Posted February 1 2010 at 1 18 pm Hello II team I really like how you try to find new ways to make our subscription more valuable What I liked about the video is that it allowed me to put a face to Gareth Brown and be able to have a good glance of what the business is about through the pallets images Reply Bryn said Posted February 1 2010 at 3 38 pm I agree that the podcasts are more useful listen on MP3 player a good way to get away from the computer but be informed learn Most of this video s content has been covered on the TII site I really enjoy my TII subscription and appreciate the need to increase subscribers but feel sometimes that doddsville videos like this should be incorporated in intelligentinvestor com au which IS continually improving with less energy towards increasing readership base thats what trial memberships are for Reply Greg Hoffman TII Reply February 1st 2010 at 3 47 pm Thanks Bryn I appreciate the frankness It s always a balance for us I think if the video got the go ahead from enough people that we d put the bulk of content behind the wall so to speak that is for paid up members only This was something of a test run which we were happy for everyone to see and hopefully help us improve We ve got a lot planned for the main Intelligent Investor site later in the year by the way we re very excited about it We ll keep you posted as those changes take shape and draw nearer closer to the end of the finanicial year is the current plan Reply Mars said Posted February 1 2010 at 4 16 pm I think video interviews of business leaders would be great gives us a chance to see their body language Interviews on TV business shows are always of the same blue chip companies Reply Randel said Posted February 1 2010 at 4 41 pm I liked the video and hope it becomes used more regularly One thing I must also say is I appreciate the High Quality of the video used Keep up the good work cheers randel Reply Anthony said Posted February 1 2010 at 5 30 pm High Definition video quality is an overkill Not everyone has fast internet speed or unlimited download capacity I m sure if it was in standard or lower quality I wouldn t have missed any small visual details like pink shirts If you really want to do videos offer a Standard Definition or lower quality I prefer podcasts Reply randel Reply February 2nd 2010 at 11 29 am so click on the HD logo in the top right to turn it off Reply doug Reply February 2nd 2010 at 8 37 pm It is still too slow It comes through in 7 to 10 second bursts with buffering for 20 to 30 seconds for the next bit the first 30 seconds took 5 minutes in 3 bursts totally unwatchable Reply Matt said Posted February 1 2010 at 7 03 pm I liked the idea of video and thought that it allowed the potential for even more informative interviews discussions presentations I agree strongly with Jason P that video of a management interview would be very interesting indeed Regards Reply Annette Tan said Posted February 1 2010 at 7 17 pm I enjoyed the video very easy to watch and listen to Video certainly helps to gauge body language which is not possible with audio so it would be good in cases where watching a person s body language is important e g an interview with a CEO or a chair of a board Reply Adrian said Posted February 1 2010 at 8 50 pm As a subscriber I m pretty happy with the current podcast format I can listen when I m doing other things Video is good if you have some graphics you want to show to help illustrate a point and it is also good for seeing body language but neither of these were a big deal in this kind of interview Some have suggested using it for management interviews but I suspect people become more self conscious in front of a camera and so may not be as forthcoming as they otherwise might I think this is worth doing on an occasional basis and it is good to see then analysts now and then rather than just listening to their voices If you want to do this to promote II that s fine but I wouldn t want to see it as a regular service Thanks for experimenting and all power to pink shirts Reply mike said Posted February 1 2010 at 8 54 pm I thought the podcast was great I think trying different things and new ways of engaging with investors is great Everyone has their own preferred way of taking in information be it audio video or by reading or whatever so I think this offers something extra It was also a great introduction to Brambles and made it easy to understand exactly what they do at a high level of course Looking forward to more of em Reply Garry said Posted February 1 2010 at 9 26 pm Hi I like the idea but would prefer more podcasts over video I really enjoy the podcasts and the flexibility of listening to them away from a pc Thanks Garry Reply Michael said Posted February 1 2010 at 10 21 pm Great believer in continuous improvement but I do not get any benefit whatsoever in listening to the IITeam members In relation to company interviews then would imagine it adds an extra dimension to see body language etc and would be very interested to see one and allow comments Lastly I don t have time to watch and listen where as I do have time to listen only on podcasts while commuting Michael Reply Vivian said Posted February 2 2010 at 10 14 am I guess I am more of a visual person so I like the video presentation With the summary texts to capture the major points and also screenshot to depict e g the pallet it helps to the viewers to understand the contents easily especially if in the future video series you are explaining a business where the products are not so easily understood Keep up the good work Vivian Reply wayne said Posted February 2 2010 at 3 37 pm Might be Ok but it took 3minutes to see 14 seconds of the video I am unable to get B D except by using a wireless link I guess it is too slow for video The wonerfull Testra could not care less Perhaps it could be made down loadable like your podcasts Wayne N Reply Emma Duncan said Posted February 2 2010 at 7 21 pm I liked this format of presenting a company I suspect the info will stay in my head longer than simply by reading the same thing but maybe that s me But why is it called Dumb Questions for Intelligent Investors When I saw the title I expected the video features to be more about investing in general than a company overview Also I liked the points at the end on what to keep in mind is this something that could be incorporated into your regular features like the new box on what price for a buy long term buy hold etc and or on the stock info page and then updated when new info becomes available with the earlier numbers left in for easy tracking of how the company is doing according to the criteria you have chosen as important Reply doug said Posted February 2 2010 at 8 23 pm Would love to watch it but the 3 or 4 hour download is a bit too much on a 256k broadband link Must be great to live in the big cities where the technology of the 21st century has already arrived At least the present government is trying to improve the broadband network The other lot ignored the bush Reply Hugh said Posted February 2 2010 at 10 27 pm Hi I prefer the portability of audio podcasts but can see some situations were body language and displays would be better with visual File size even on low definition is quite large 92Mb and download links would be handy for the not so tech crew Thanks Reply Dan said Posted February 2 2010 at 10 39 pm Love the video presentation idea and would like to see more I would recommend you make the presentation available via vodcast The ABC s Lateline Business program is available via vodcast making it very convenient to watch on my iPhone during the bus ride to work This would also avoid the cycle of watch 10 secs download 5 mins watch another 10 secs download 5 mins a bit frustrating Reply Val said Posted February 3 2010 at 2 48 am I enjoyed the vidcast and had no problems with the pink shirt I listen regularly to your podcasts and the video gave me the opportunity to see Gareth for the first time Its nice to be able to put a face to the voice There were some added bonuses of the new format particularly the photos and captions highlighting key points Overall I particularly like the portability of the podcasts as I can listen to them on my iphone while walking or via my ipod FM tuner in my car while travelling to and from work On a regular basis I would prefer the audio because of its portability and efficient use of time ie can listen while doing other things However vidcasts would be very useful when introducing a new company with a complex business model that could be communicated more effectively with the aid of some visual features Perhaps a few photos at the end of the podcast could be another approach this way I could listen to the podcast while walking and stop briefly to view the photos or look at them later Reply Graham May said Posted February 5 2010 at 6 05 pm Hi Attempted to watch the video on 2 separate occasions 4 days apart and can only get a distorted sound and no image except the name of the program in italics I have high speed cable broadband and generally have no problems in watching videos Do I require some special software to watch your video Cheers Graham Reply John Reply February 8th 2010 at 9 33 am Hi Graham You shouldn t need any special software to run the video at all The only thing I can suggest is ensuring that the HD option is off and letting the video load for a few minutes before playing it If you still have problems please let us know Cheers John Reply Stephen said Posted February 5 2010 at 10 20 pm I liked the format focusing on one company and talking about the business in a fairly jargon free way I am a BXB shareholder and knew a fair bit about the business I thought but I was still interested to hear about the three main pallet models etc and it did help give an additional insight to the business I also liked the key points to watch summary at the end Nice structure well organised There are a lot of comments on video vs audio and the download speeds wouldn t it be fairly easy to do this kind of things and release both video and audio only versions even if you say at the start if you want the pictures of pallets get the vido Say vodcast and podcast for those of us who d watch listen on the train Reply Richard said Posted February 6 2010 at 9 50 am I liked this Although the video does not of itself provide much more information the format means that I retain more of the information than for example by skimming text I suspect that there may be some better retention than with a podcast Good Reply Chris Phillips said Posted February 7 2010 at 2 41 pm I would prefer the whole thing in written form as my ADSL speed is not sufficient to download this clip without long pauses for buffering and so not only does it take three times as long to view the continuity is destroyed In written form it gives the advantage of printing it out re reading any misunderstood points reading it when convenient and keeping a record for later perusal or the checking of accuracy I can t see that the sartorial element makes any difference It s the subject matter that counts Reply Steve Reynolds said Posted February 7 2010 at 7 30 pm Great stuff I have fast broadband at home and had no problems watching the videos Liked the format and after years of listening to the podcasts it was nice to put faces to the voices Great compliment to the podcasts Vodcast would be more portable but the YouTube style format also works OK for me I liked the high definition video Congratulations and well done I look forward to seeing the rest of the team on camera in the future Reply Beau Ushay said Posted February 8 2010 at 12 49 am Very helpful as I never understood the attraction with Brambles Will be tuning in to future editions if they re available Reply Paul said Posted February 8 2010 at 10 04 am I liked the video having video helps me pay attention Of course there are other production factors to consider when weighing the decision to produce text audio or video Perhaps stating the obvious but it was distracting to have the left and right audio channels reversed Reply mark lewis said Posted February 9 2010 at 8 24 am i like itthe added pictures of pallets etc is very useful dress wise who cares how well dressed you are so long as you are Reply Trevor said Posted February 14 2010 at 2 30 am I enjoyed the video The information was probably more useful to a shareholder than a potential investor Sartorially well there is a statement clothes maketh the man and I think that when you set out to impress then you start with your physical appearance Personally I prefer Greg s appearance where he is wearing a blue shirt and a tie Even with the pink check shirt not tucked in Greg appears to be in charge and Gareth looks as though he is being interviewed for a potential job driving a fork lift to load CHEP pallets Not the right image at all Run out of space to comment further Thanks regards Trevor Reply James Greenhalgh TII Reply February 18th 2010 at 8 57 am I must admit it worries me when people not just you Trevor are so focused on our appearance presentation and image The Intelligent Investor is all about substance over style indeed it is what we seek from the companies we invest in It all goes to show that people can be influenced by appearances and this shows in the way annual reports contain so much marketing rubbish these days It would be great if people could see through the appearance to the substance of what is behind but apparently not it looks like we ll be dressing up a little in future videos Reply Gareth Brown TII Reply February 18th 2010 at 9 43 am I already was dressed up you should

    Original URL path: http://blog.intelligentinvestor.com.au/doddsville/new-video-feature-dumb-questions-for-intelligent-investors/ (2013-02-03)
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  • Top value investing websites 2012 | Doddsville
    idea sharing conferences ValueInvesting Garry Cole is a value investor based in NY we love his feed for the regular and useful articles he shares HarvardBiz Harvard Business Review shares the latest blog posts management tips and stats IntInvFunds Steve Johnson is Chief Investment Officer of Intelligent Investor Funds Management danariely Dan Ariely is Professor of Psychology and Behavioural Economics at Duke University He also writes an interesting and entertaining blog here BusinessChannel Sky Business News twitter feed DanielPink Dan Pink is a US based author and public speaker He s written extensively on behavioural science and how incentives should be applied in the workplace mungerisms Excellent quotes facts and links on value investing We hope you find the list useful Enjoy Post any other resources that you find useful below VN F 1 9 20 1166 please wait Rating 4 7 5 19 votes cast Top value investing websites 2012 4 7 out of 5 based on 19 ratings This entry was written by Jason Prowd II posted on at 11 53 am filed under Jason Prowd Lists and tagged best investing websites best websites 2012 investing websites top investing websites 2012 useful investing websites 2012 Bookmark the permalink Follow any comments here with the RSS feed for this post Post a comment or leave a trackback Trackback URL A gold price correction Previous Entry Lessons in Tesco travails for Woolies Next Entry 13 Responses Add Yours Discussion John said Posted January 13 2012 at 7 32 pm It s a lovely list but who has the time to go through much of this stuff with any sort of thoroughness How much of this list is vital Reply Jason Prowd TII Reply January 16th 2012 at 8 03 am Fair point I d suggest it is worth sitting down for an hour and having a bit of a look at each site link Then pick 1 2 from each category that you find most interesting Or just choose a couple try them for a few months then switch Reply John said Posted January 13 2012 at 9 24 pm Just when I thought I d finished reading the internet you guys come up with a list like this Invaluable resources here thanks Reply Jason Prowd TII Reply January 16th 2012 at 8 05 am No worries John Reply Edward Vesely said Posted January 13 2012 at 11 45 pm I ve been reading the American Motley Fool website www fool com for some years now Just last year though they launched an Australian version of the very popular US and UK websites Have a look at http www fool com au It s very informative and entertaining There s also a weekly American Motley Fool podcast on iTunes that s downloadable for free Reply Andrew Reply January 17th 2012 at 7 43 am I d be very wary of Motley Fool I listen to their weekly podcast for both the entertainment value and discussion of the bigger news stories

    Original URL path: http://blog.intelligentinvestor.com.au/doddsville/top-value-investing-websites-2012/ (2013-02-03)
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  • Best Investing Websites | 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/best-investing-websites/ (2013-02-03)
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  • Best books of 2011 | Doddsville
    that changed the way you think about investing VN F 1 9 20 1166 please wait Rating 4 6 5 10 votes cast Best books of 2011 4 6 out of 5 based on 10 ratings This entry was written by Jason Prowd II posted on at 11 58 am filed under Jason Prowd Lists and tagged best books 2011 best reads 2011 value investing books Bookmark the permalink Follow any comments here with the RSS feed for this post Post a comment or leave a trackback Trackback URL Remuneration Wrong incentives wrong result Previous Entry The seven habits of spectacularly unsuccessful executives Next Entry 11 Responses Add Yours Discussion Joey said Posted December 19 2011 at 1 49 pm A great read I bought for my xmas stocking is Bulls Bears And A Croupier by Matthew Kidman I do believe that the II team hold Kidman in high regard considering your recommendations of his other 2 books Reply Ashleigh said Posted December 19 2011 at 2 29 pm Re Harold Mitchell collection of tails about I think you mean tales as in story rather than tail as in kangaroo Reply Ashleigh said Posted December 19 2011 at 2 30 pm Oops and another one Re Jobs lengthy tomb You mean lengthy tome A tomb is where bodies are placed Unless this was a pun Reply Jason Prowd TII said Posted December 19 2011 at 2 49 pm Thanks Ashleigh All fixed now Reply Shay said Posted December 19 2011 at 4 07 pm A few I would recommend are Endgame by John Mauldin for the bears Things are likely to get interesting Another is The Gathering Storm by Lee Robinson which is along similar lines and was recommended in a podcast on II This Time is Different 8 centuries of Financial Folly by Rogoff Reimhart Lots of numbers but very interesting Especially give the sovereign debt issues currently playing out Black Swan by Taleb Tough read at times and in some ways pretentious in my opinion but thought provoking Next up for me is Lords of Finance The bankers who broke the world Cheers Reply Jason Prowd TII Reply December 19th 2011 at 5 19 pm Thanks for the suggestions I flicked through This Time is Different a few months back but am yet to give it a good look I ll add it to my list to have a look at over Christmas Reply naomi Reply December 19th 2011 at 7 54 pm I struggled through this one wondering if the effort was worth it I think Das summed it up beautifully on the podcast you did can t remember the exact words but something about 800 pages of spreadsheets and tables Reply Shay said Posted December 19 2011 at 4 25 pm And I forgot Extreme Money By Satyajit Das Good read just too many references for my liking to films plays etc on almost every page It became a bit tedious in the end Reply Lorenzo

    Original URL path: http://blog.intelligentinvestor.com.au/doddsville/best-books-of-2011/ (2013-02-03)
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  • Best Books 2011 | 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

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