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  • Opinion | Doddsville - Part 2
    sales tell us April 24 2012 6 06 pm What does trawling through a list of the ten top shorted stocks tell us By Gaurav Sodhi TII Also posted in Gaurav Sodhi Stocks Tagged retail short sale short sellers Comments 6 Film review Margin Call April 8 2012 1 10 pm Jason Prowd is impressed by Hollywood s latest portrayal of Wall Street By Jason Prowd II Also posted in Debt Jason Prowd Review Tagged GFC investment banking Margin call film 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 Gaurav Sodhi 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 Gaurav Sodhi Tagged Digital content streaming service technology Comments 3 Marcus Padley responds March 9 2012 8 00 am Marcus has kindly responded to Greg s post on notes earlier in the week By Jason Prowd II Also posted in Greg Hoffman Tagged income securities motes Comments 8 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

    Original URL path: http://blog.intelligentinvestor.com.au/doddsville/category/opinion/page/2/ (2013-02-03)
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  • The biggest risk in China? | Doddsville
    aircraft all hugely expensive to acquire and maintain That China spends more on policing its own people speaks volumes of where the true risks in this country lie It s a reminder that the Chinese miracle is built on fragile ground About 100 000 protests take place in China each year Without the state spending US100bn a year on police riot control internal spies and surveillance would the mirage of stability disappear Politics and economics are intimately tied of course lose economic growth and the state loses political legitimacy We shouldn t necessarily worry less about the Chinese economy But we should certainly worry more about political risk in China VN F 1 9 20 1166 please wait Rating 4 0 5 12 votes cast The biggest risk in China 4 0 out of 5 based on 12 ratings This entry was written by Gaurav Sodhi TII posted on at 10 30 am filed under Gaurav Sodhi Opinion and tagged China political risk risk Bookmark the permalink Follow any comments here with the RSS feed for this post Post a comment or leave a trackback Trackback URL Stretched too far A reflection on branding Previous Entry Twitter Wrap 18th July 2012 Next Entry 2 Responses Add Yours Discussion craig said Posted July 17 2012 at 12 38 pm Dear Sodhi I thought someone at II wrote about this long ago that trading with China and doing business in China are completely different things Digging up stuff and sending it over is pretty safe compared to putting business assets and staff in a very complicated political sphere The sovereign risk has stopped many smart investors from getting too excited about the China miracle It s a very interesting topic with more governments willing to nationalize private businesses and mines Reply David Gentle said Posted July 20 2012 at 4 39 pm Spot on A centrally planned and controlled economy can never be stable and we should always be cynical of figures coming from such an economy Free market democracy isn t utopia but it s the best we ve got and it is remarkably stable because of it s ability to analyse introspectively and transparently I was in China only 2 weeks ago and it is a remarkable country but I was very aware that people are subjected to controlled thought and propaganda everywhere you go For example the government news every night has the same format 10 minutes of what government ministers have been doing opening bridges entertaining international dignitaries etc 10 minutes of how terrible things are in the West and then 10 minutes of how wonderful things are in China 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

    Original URL path: http://blog.intelligentinvestor.com.au/doddsville/the-biggest-risk-in-china/ (2013-02-03)
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  • Political Risk | Doddsville
    were appealing for calm as two clans threatened to escalate a conflict that began when a truck driver from one clan was dragged out and axed into pieces by members of the other This was not the source of the conflict however The real problem was that the guilty party did not pay adequate compensation for the crime By Gaurav Sodhi TII Posted in Gaurav Sodhi Also tagged Oil Search Papua New Guinea PNG Comments 8 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

    Original URL path: http://blog.intelligentinvestor.com.au/doddsville/tag/political-risk/ (2013-02-03)
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  • Risk | Doddsville
    Portfolio management Also tagged funds management investment Comments 10 Are pessimists wiser April 5 2011 11 36 am The only thing more dismal than pessimists is their record of success So why are pessimists considered wiser than the optimistic By Gaurav Sodhi TII Posted in Gaurav Sodhi Opinion Also tagged optimists pessimists Comments 22 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 and Gaurav Sodhi This blog is where

    Original URL path: http://blog.intelligentinvestor.com.au/doddsville/tag/risk/ (2013-02-03)
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  • Why I use a managed fund | Doddsville
    advice We all need this The fund you refer to sounds familiar Reply Rowan said Posted June 5 2012 at 10 06 pm Gaurav I think we have the same fund manager which I have 25 of my portfolio in 65 cash 10 equities I ve picked only 2 of I m waiting for the house Greece Spain crash The problem isn t managed fund it should be the dirty word relative performance that people dislike There s been enough said but if I wanted ASX200 exposure I d just buy the index forego the management fees outperform 80 I made that up of the market Reply Claire said Posted June 6 2012 at 12 27 am Benefit of using a managed fund would be that the manager will appear in the end as the responsible for all the paperwork in your case the buying as well as the selling the decisions on rights issues the product of income rent and dividends and so on After which it all the time the Fund Manager will report to you on the performance from the fund Reply David A said Posted June 6 2012 at 8 36 am You guys are like the ABC cross promoting Seriously though it s another form of diversification Diversification of manager is as important as diversification of stocks None of us is Warren Buffett or can be sure of picking a Warren Buffett as our manager Reply Karl said Posted June 6 2012 at 12 58 pm I also do share investing on my own but when looking for greater diversification by outsourcing into managed funds the only thing I look for is does the fund manager s have a degree in psychology or at least a great understanding of their own aka Steve Johnson then I ll be happy to part ways with my hard earned but knowing that professional fund managers more often than not actually underperform the market and if you can t beat it then why not just join the market in a low cost etf Reply Andrew said Posted June 6 2012 at 1 00 pm Advertising Guarav Is there a spotters fee here or just getting in good with the Boss Reply Gaurav Sodhi TII Reply June 7th 2012 at 4 54 pm Ha yes I m busted And I was trying so hard to be discreet Reply Sharon said Posted June 7 2012 at 7 26 pm Hmmm One question I ask financial planners is do they have their money invested in there recommended stock product I think it is easy to make recommendations to others but if you are not willing to invest your own money or that of your close relatives it is a sign that do you not believe what you are selling Reply Trish said Posted June 9 2012 at 10 27 am My mother did all her own investing years ago and did exceptionally well When she developed dementia in a minor way I

    Original URL path: http://blog.intelligentinvestor.com.au/doddsville/why-i-use-a-managed-fund/ (2013-02-03)
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  • Funds Management | 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/funds-management/ (2013-02-03)
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  • The death of value investing: Time to buy? | Doddsville
    contains only 6 stocks so far including P G and Wal Mart is much more set and forget than my Australian portfolio As I ve been setting it up I ve had a much longer term mindset than the Australian portfolio where apart from Woolies and Computershare my belief in the long term fortunes 20 years of each company isn t as strong Reply Aussie Tourist said Posted February 7 2012 at 11 59 am I understand all the above At the moment though I am having problems buying when everyone is saying there will be a market drop before it carry on its merry ways Everyone tells me they holding cash and waiting I look at some stocks that I have bought at a higher price and saying to myself I will regret not buying at this lower price I have planned to sit down this weekend clear my head of the noise and decide whether to go back into the market now or wait And sell some stocks that may need selling Reply craig said Posted February 7 2012 at 12 25 pm Dear Jason that s fantastic news that value investing is dead and that it is all baloney The more press coverage to this end the better Buffett and Munger have often queried whether they should make a perpetual endowment to anti value investing academics and you should follow their lead and actively cultivate these journalists and give them data to support their views I enjoy broadsheet newspapers and enjoy articles by Kohler and Padley etc but they are there to sell papers content so they are prone to hyperbole and polemic opinions and its fun and disconcerting and even with all this market noise we need to develop investment ideas and act upon them So i concur there is a strong anti value investment attitude and its worse there is a strong anti stock attitude Mr Market can get disoriented and hopefully every one will give up on shares too hard too hopeless and there will be lots of unloved good companies looking for homes Value investing is too hard it s a fad it s over Reply Jason Prowd TII Reply February 7th 2012 at 12 45 pm I love it Perhaps we should look into creating a II endowed professorship of efficient markets Reply Lamby said Posted February 7 2012 at 10 51 pm I still think value investing is a great tool to give you a watch list but you need to use some form of trend analysis to tell you when to actually buy and sell I completely agree with the principles of value investing but practical value investing has too many faults for the average person with a job We don t have access to have lunch with CEO s We can t tell if a balance sheet is actually a true representation of a company There are too many assumptions that have to be factored into working out a

    Original URL path: http://blog.intelligentinvestor.com.au/doddsville/the-death-of-value-investing-time-to-buy/ (2013-02-03)
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  • Buy And Hold | 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/buy-and-hold/ (2013-02-03)
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