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Bristlemouth | A Value Investing Blog

(by Shiju Thomas)

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Bristlemouth | A Value Investing Blog | onvalueinvesting.wordpress.com Reviews

https://onvalueinvesting.wordpress.com

(by Shiju Thomas)

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1

Is Babcock cheap? – the final day | Bristlemouth | A Value Investing Blog

https://onvalueinvesting.wordpress.com/2008/07/29/is-babcock-cheap-the-final-day

Bristlemouth A Value Investing Blog. 8211; the final day. A few years ago I read a book called. By Judith Rich Harris, which Charlie Munger had recommended at the Berkshire Hathaway AGM. In it, Harris marvels at how different children can be, even those born to the same parents and raised under the same roof. Her argument is that there is no ‘right way’ to bring up a child; you need to adapt your child-rearing approach to suit a child’s strengths and weaknesses. Listed on the NYSE). Although the funds ma...

2

Property trust losses should top $30bn | Bristlemouth | A Value Investing Blog

https://onvalueinvesting.wordpress.com/2008/08/08/property-trust-losses-should-top-30bn

Bristlemouth A Value Investing Blog. Property trust losses should top $30bn. Someone needs to tell the bean counters at Australia’s property trusts that there’s a credit crisis on. While the writedowns have been coming thick and fast ( Lend Lease. This week joined Australand. In the dog box), the extent of the asset revaluations is a joke. Welcome to 2008. Interest rates are up, inflation is out of the bag and, thanks to the credit crisis, risk premiums are through the roof. That being the case c...The p...

3

Lessons from the bear market | Bristlemouth | A Value Investing Blog

https://onvalueinvesting.wordpress.com/2008/08/04/lessons-from-the-past-12-months

Bristlemouth A Value Investing Blog. Lessons from the bear market. From a research perspective, the past 12 months have been the most difficult in. S 10-year history. The Growth Portfolio. Fell 37% in the year to 30 June, the Income Portfolio. Fell 26%, and the last Buy recommendation to show a positive return was ARB Corporation. In August 2006. There have been 15 since, of which three Timbercorp. And Platinum Asset Management. Have more than halved. Making the case for cash. The case for more cash.

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