Investment Publications

Quarterly Commentaries

Incentives Matter, June 2018 (pdf, 376kb)

Compounding, March 2018 (pdf, 378kb)

Bitcoin, December 2017 (pdf, 434kb)

Patience, September 2017 (pdf, 370kb)

Home Loans, June 2017 (pdf, 374kb)

An Apple a Day..., March 2017 (pdf, 372kb)

What are the Odds?, December 2016 (pdf, 360kb)

Character, September 2016 (pdf, 384kb)

Brexit, June 2016 (pdf, 370kb)

Going Out on Our Own, March 2016 (pdf, 103kb)

Interest Rates, December 2015 (pdf, 90kb)

Get Ready, September 2015 (pdf, 89kb)

A Time to Preserve Wealth, June 2015 (pdf, 99kb)

Relative Values, March 2015 (pdf, 96kb)

Patience, December 2014 (pdf, 87kb)

Be Prepared, September 2014 (pdf, 90kb)

Quality, June 2014 (pdf, 87kb)

Doing a Bradbury, March 2014 (pdf, 97kb)

Inactivity, December 2013 (pdf, 86kb)

Keystone, September 2013 (pdf, 83kb)

Seeking Yield, June 2013 (pdf, 85kb)

Fear and Greed, March 2013 (pdf, 114kb)

Crawling Back Up the Risk Curve, December 2012 (pdf, 106kb)

Timing the Market, September 2012 (pdf, 267kb)

Risk? Or Just Volatility?, June 2012 (pdf, 286kb)

Pilgrimage to Omaha, March 2012 (pdf, 260kb)

Strong Aussie Dollar, December 2011 (pdf, 265kb)

Hold Cash and Keep a Shopping List, September 2011 (pdf, 258kb)

Cold Hard Cash, June 2011 (pdf, 137kb)

Unknowns, March 2011 (pdf, 146kb)

Dutch Disease, December 2010 (pdf, 141kb)

Blackmores, September 2010 (pdf, 134kb)

Second Chance?, June 2010 (pdf, 133kb)

Buying Great Businesses, March 2010 (pdf, 149kb)

Irrational Exuberance?, December 2009 (pdf, 138kb)

Lessons of the GFC, September 2009 (pdf, 137kb)

Green Shoots?, June 2009 (pdf, 136kb)

Prepare; Don't Predict, March 2009 (pdf, 140kb)

Buying into Forced Selling, December 2008 (pdf, 144kb)

Watch the Playing Field, not the Scoreboard, September 2008 (pdf, 136kb)

Oil, June 2008 (pdf, 139kb)

Market Volatility, March 2008 (pdf, 146kb)

US Recession?, December 2007 (pdf, 139kb)

Client Letters

Letter from Omaha, 15 May 2012 (pdf, 673kb)

Investment Psychology & Debt, 12 March 2008 (pdf, 55kb)

Financial Services

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