James Greenhalgh (JG)
@JamesGreenhal20Full-time investor in Australian and US stocks. Long term and ‘quality’ focused but flexible. Former analyst at 'Intelligent Investor'. (No advice) 🏳️🌈⚛️
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It's bizarre the way the media speaks of the Brooksfield consortium as if they're master tacticians. They've been anything but. They were too tricky lifting the bid ($10 would have done it). Now they've proposed a too-complex alternative. The board will rightly reject it.
Open letter to the Origin $ORG $ORG.AX board: 1. We all know the bid has failed. Ignore Brooksfield's farcical *lower* offer and move on. 2. Brooksfield is panicking because it can see its bargain purchase slipping away. 3. Don't you dare sack Frank Calabria, or let him leave
Open letter to the Origin $ORG $ORG.AX board: 1. We all know the bid has failed. Ignore Brooksfield's farcical *lower* offer and move on. 2. Brooksfield is panicking because it can see its bargain purchase slipping away. 3. Don't you dare sack Frank Calabria, or let him leave
$ORG $ORG.AX Scare tactics really ramping up this week: 1. You'll miss out on that 39 cent dividend (fully franked!) if you don't vote for the scheme. 2. Shareholders will be environmental vandals if they don't vote yes 😆. What rubbish. afr.com/companies/ener…
Just had a call from the Origin call centre about the Brooksfield consortium bid. Told them I agreed with AustralianSuper, and to mark me down as 'Against'. $ORG $ORG.AX
Just had a call from the Origin call centre about the Brooksfield consortium bid. Told them I agreed with AustralianSuper, and to mark me down as 'Against'. $ORG $ORG.AX
C’mon over to Threads, Oz Fintwit. We need to dismantle Twitter’s network effects. That includes you @claudedwalker 😀
I might be biased because I know these guys, but there are so many wonderful investing nuggets in this 4-part 'ASX value investor' series. Great stuff Gaurav Sodhi, John Addis and Nick Cummings. Well done (and great questions) @OwenRask youtube.com/watch?v=POM1X8…
Love Pythia but surely any investor is allowed to challenge the orthodoxy? When luxury becomes mainstream it ceases to be luxury, no? 40% of Japanese women own a Louis Vuitton bag - and Tiffany debasing its brand here - should surely give LVMH shareholders pause for thought.
I love when random internet people tell the most skilled management team in luxury how to run their business.
A wonderful question with some brilliant answers. I like: Ho Nam: Teledyne, Apple, Amazon. Paul Enright: Kodak, Worldcom, Time Warner.
You get to teach an investing class by using 3 long-term, single stock case studies, from any era. Berkshire is not allowed. Which three do you pick?
'We so far seemed to have dodged the volcano' 😆 intelligentinvestor.com.au/investment-new… But I'm not going to pretend that $FLT downgrade to Sell at $64 in 2018 was anything other than luck!
Always find it bizarre that people would answer this question with anything other than Berkshire, or perhaps Microsoft or Alphabet. Perhaps a few others. Overconfidence is a real issue for investors. Those answering Tesla: 😱
If you had to pick one stock to hold for the next 10 Years from tomorrow with a significant amount of money (relative to you) which one would you pick and why? (No Index or ETFs allowed).
With Dominos $DMP down 2.5% today, the market is betting the FY22 result/outlook won't be pretty. Me, I'm hoping to lift my half-position materially if the stock tanks. My initial holding was bought Aug 2019 during a sales slowdown. Fingers crossed for a similar opportunity.
There’s a huge amount of sense in this thread. My understanding is that Paul and I tend to look at very different companies, but this shows how much investing commonality can exist despite that.
1/ Guys, just want to release a little bit of content and share a few things I wished I would have learned much earlier in my investing career. Here's some stuff that changed how I think about investing today vs 10 years ago.
Easy to forget what a nice, stalwart business looks like sometimes: Bapcor $BAP. Also pleasing to see the CEO delegate to the four divisional heads to present their results: it suggests more management depth and less micro-managing. Well done BAP (but not held).
In fact, iDevices help *replace* physical stuff you no longer need: diary, alarm clock, torch, camera, wallet cards, CDs, stereo, books, newspapers, lots of documents in a filing cabinet. The desire for constant access to all these services is why $AAPL’s moat is incredible.
I will never understand how aapl turnsover 50bn a quarter worth of stuff we dont really need. prob more a reflection on society than anything else. mind boggling.
Surely Tesla is the very obvious answer here (as many say in the replies). The founder is increasingly delusional, and there's a massive amount of competition coming over the next decade. Hard to see this company being worth anywhere near $700bn down the track.
At its peak , $CSCO had a market cap of $550 Billion. 22 years later, $CSCO has a $180B Mkt Cap today. What Large Cap is the $CSCO of our time with negative compounding returns for the next 20 years ?
Two main ways come to mind: 1. When new, unexpected competition emerges. 2. When management begins allocating capital (e.g. acquisitions) away from the core. Sometimes these clues even give you an opportunity to sell before the market cottons on.
At its peak , $CSCO had a market cap of $550 Billion. 22 years later, $CSCO has a $180B Mkt Cap today. What Large Cap is the $CSCO of our time with negative compounding returns for the next 20 years ?
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