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  • Gareth Brown II | Doddsville
    2012 8 13 am Today s post has been written by special guest blogger Wayne Jones of Ganes Capital Management Here Wayne discusses retail strategy and why Harvey Norman is faulting whilst Oroton and Domino s are chalking up record profits Posted in retail Strategy Wayne Jones guest contributor Tagged business strategy Dominos Gerry Harvey Harvey Norman online retailing Oroton retail Comments 3 SEEK subordinated notes seeking clearer terminology June 13 2012 12 22 am The latest income offering from SEEK is marketed as a subordinated note and is being referred to as debt We think of them as preference shares and equity Posted in Debt Gareth Brown Opinion Tagged ASIC income securities SEEK SEEK Subordinated Notes Comments 6 Klarman s European Adventure Vivendi May 21 2012 8 10 pm Seth Klarman one of the world s best value investors has taken the plunge in troubled European media and telecommunications giant Vivendi Posted in Gareth Brown International investing Tagged Baupost News Corp Seth Klarman Vivendi Comments 5 The case for cash May 2 2012 2 25 am Holding excess cash is seen as laziness as doing nothing Few individuals hold cash and fewer institutions Gareth Brown explains why he s changed his tune Posted in Gareth Brown Opinion Value investing theory Tagged cash fully invested Peter Lynch Seth Klarman Comments 14 Extraordinary opportunities in Europe March 21 2012 4 44 am Forced selling can be a source of incredibly high risk adjusted returns for the switched on canny buyer Here s an example for those keen to study Posted in Gareth Brown International investing psychology Tagged Daniel Loeb European opportunities Third Point Unicredit 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

    Original URL path: http://blog.intelligentinvestor.com.au/doddsville/author/gareth-brown/ (2013-02-03)
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  • Australian House Price Bubble | Doddsville
    two recent articles that our research director published on Fairfax websites A quick read of the comments section of Why property pricing doesn t add up of 21 April and Property valued properly of 23 April reveals an absence of fence sitters on the issue By Gareth Brown II Posted in Gareth Brown Also tagged Australian property bubble house price bubble Jeremy Grantham Comments 61 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

    Original URL path: http://blog.intelligentinvestor.com.au/doddsville/tag/australian-house-price-bubble/ (2013-02-03)
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  • Australian Property Bubble | Doddsville
    Australian house prices generates loads of argument from both sides of the debate even in our own little office I m hoping not to start a brawl here but rather to pass on a piece I found useful and funny I m with Grantham you can make up your own mind By Gareth Brown II Posted in Gareth Brown Also tagged Australian housing bubble house price bubble Jeremy Grantham Comments 41 Jeremy Grantham calls Australian property market a bubble April 27 2010 7 31 pm Tell an Aussie that their home is overpriced and you re begging for an emotional response to a particularly polarising issue Take for example two recent articles that our research director published on Fairfax websites A quick read of the comments section of Why property pricing doesn t add up of 21 April and Property valued properly of 23 April reveals an absence of fence sitters on the issue By Gareth Brown II Posted in Gareth Brown Also tagged Australian house price bubble house price bubble Jeremy Grantham Comments 61 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

    Original URL path: http://blog.intelligentinvestor.com.au/doddsville/tag/australian-property-bubble/ (2013-02-03)
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  • House Price Crash | Doddsville
    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

    Original URL path: http://blog.intelligentinvestor.com.au/doddsville/tag/house-price-crash/ (2013-02-03)
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  • Is the Australian dollar overvalued? | Doddsville
    have a demand but no where near a demand for iron gold copper uranium Plus it s not as organised in those countries where it gives their fall for the interest rates they are higher in australia then the US is because in america they are trying to promote economic growth which won t happen until the dollar drops lower enough where they can produce in manufacturing after all china is in the same position of America in the early 19th century where they had lots of manufacturing plants which produce in massive scales and at the same time increased the dollars the only difference is that china is not in debt but is lending money which they hope the interest will help in economic growth which it will They are acting on there cultural to save 50 of their wage and earn interest on it to save up for something special one day But what people don t see is that with America boring more money what gonna stop america from not paying back which most likely they can t unless they do something about it now check out I O U S A Reply Nathan Bell TII said Posted October 1 2010 at 5 47 pm PIMCO has said that under their new normal theme historical relationships might break down or words to that effect Perhaps this is one of them as there s no doubt Australia s fundamental financial position is far stronger then the US for now However when you have a currency that s treated by the world as a play on commodities and risk then that s hardly a platform for sustainable currency appreciation rather that s speculation Cycles turn and every dog has its day The little Aussie battler is having its day in the sun but we can thank China for that As goes China goes the Aussie dollar Reply Shum Ghumman said Posted October 1 2010 at 7 37 pm Two sensible people whose opinions are well worth listening to in this regard are Kerr Nielsen on the Aussie side and Jim Grant on the USD side In one of his recent commentaries for Platinum Kerr Nielsen said that whilst there had indeed been a relative value shift between USD and AUD that the severity of the move towards a strengthening AUD was overdone and that he thought that a new LT fair value would be in the low 80s Also keep in mind that with the exception of the commodity space much of Australia s economic growth of the past twenty five years has been driven by favourable demographics and a concomitant rise and rise of asset values whether equities bonds or real estate prices When commodities and asset prices fall something that is likely to happen in concert and the pace with which baby boomers retire starts to increase I think that it is quite likely that the Aussie economy will fall in a heap and the AUD will

    Original URL path: http://blog.intelligentinvestor.com.au/doddsville/is-the-australian-dollar-over-valued/ (2013-02-03)
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  • Banks | Doddsville
    I ve been not bearish on house prices for a long time But my resolve is weakening Where do you sit on the debate about Australian housing prices By James Greenhalgh TII Posted in James Greenhalgh Also tagged house price bubble Jeremy Grantham residential property Comments 32 Credit growth shell shock hits home February 10 2011 1 12 pm Investors and businesses alike have faced myriad challenges over the past two years But mounting evidence suggests lower corporate profit margins and therefore profitability is about to reduce stock valuations By Nathan Bell TII Posted in Nathan Bell Also tagged Jeremy Grantham retailers 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

    Original URL path: http://blog.intelligentinvestor.com.au/doddsville/tag/banks/ (2013-02-03)
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  • Black Swans | Doddsville
    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

    Original URL path: http://blog.intelligentinvestor.com.au/doddsville/tag/black-swans/ (2013-02-03)
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  • Greg Hoffman Recently Completed A Two-part Review Of NAB | Doddsville
    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/greg-hoffman-recently-completed-a-two-part-review-of-nab/ (2013-02-03)
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