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Equity Mates Book Review – Warren Buffett’s Ground Rules

Equity Mates Book Review #2 Warren Buffett’s Ground Rules – Jeremy Miller Warren Buffett with Jeremy Miller, the author of Ground Rules   Michael Steinhardt, one of the great investors, once said of Warren Buffett that, “he is the greatest PR person of recent times.” If the amount of books written about him were any indication then Steinhardt may be …

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Equity Mates Book Review – Margin of Safety

Equity Mates Book Review #1 Margin of Safety – Seth A. Klarman Listen to our review in Episode 11 If you are interested in value investing, Seth Klarman is a name you need to know. While Warren Buffett has become synonymous with the value investing ethos Klarman may one day be looked at in the same light. He’s already been …

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BEAR: Australian Equities Bear Hedge Fund

Purchase date: 9/05/2017 Price: $15.10 There has been an increasing number of news stories, professional opinions and commentary coming to light over the past couple of months warning of another potential market correction (a fall in the value of the market). The timing of this correction is still uncertain, but it made us think – what can we do in …

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Afterpay (ASX: AFY)

Afterpay (ASX:AFY) Purchase price: $2.55 For our fourth Stock of the Week we dive into the fintech industry, and take a chance with Afterpay (ASX: AFY). We say ‘take a chance’ because there are a lot of great things about Afterpay, but in an industry where there are some big players, like Amazon, PayPal and the big banks, it’s likely …