VALUE INVESTING READING LINKS FROM JANUARY

Here are some links I have found interesting to read over the last month or so. Continue reading “VALUE INVESTING READING LINKS FROM JANUARY”

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LIC Investing – 10 factors to check before buying.

When I look back at my investing mistakes, one common theme is rushing into a new purchase. I find I have usually done better when a number of months pass until I begin accumulating a position in a new idea.

When investing in LICs I try to make sure I have considered numerous factors first. That helps me avoid getting itchy fingers and hitting the buy button quickly. Continue reading “LIC Investing – 10 factors to check before buying.”

Playing Games with LIC Performance Reporting.

A simple game I used to like playing as a kid was spot the difference.

It is not unusual for LICs to play their own version of the game. Continue reading “Playing Games with LIC Performance Reporting.”

WHICH WAM LEADERS TO FOLLOW, SPECIAL SITUATION INVESTING & APW

Around late September it struck me that some investors buying WAM Capital (WAM) & WAM Leaders (WLE) may not have considered some alternatives. Was there potentially cheaper back door entries into these stocks available? Continue reading “WHICH WAM LEADERS TO FOLLOW, SPECIAL SITUATION INVESTING & APW”

ADVANTAGES OF A SMALLER FUND SIZE / AND THE BOOMING LIC IPO PIPELINE.

Within the active v passive investing debate I think it sometimes focuses too heavily on active managers with large portfolios. I shall explore why active management can make sense with smaller portfolios. Continue reading “ADVANTAGES OF A SMALLER FUND SIZE / AND THE BOOMING LIC IPO PIPELINE.”

Unusual Fees in LICs?

There are now well over 100 LICs on the ASX. I must have looked reasonably closely at the fee structures of more than half of the current crop and have noticed a couple with unusual structures. I would be interested in the view from others about these features, and also if other LICs follow a similar arrangement? Continue reading “Unusual Fees in LICs?”