Tag: activist investing blogs

VALUE INVESTING READING LINKS FROM FEBRUARY

Some strategies / aspects of investing that may feature more often here are deep value, activism, ASX LICs, special situation, FIRE, dividends, & global asset allocation. Continue reading “VALUE INVESTING READING LINKS FROM FEBRUARY”

VALUE INVESTING READING LINKS FROM JANUARY

Some strategies / aspects of investing that may feature more often here are deep value, activism, ASX LICs, special situation, FIRE, dividends, & global asset allocation. Continue reading “VALUE INVESTING READING LINKS FROM JANUARY”

Unusual Fees in LICs?

There are now well over 100 ASX LICs. 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?”

Management AIMS for a Claytons buyback?

In a recent blog post I suspected that the latest ALI buyback announcement appeared to be of the Claytons variety. Claytons was a non-alcoholic drink but marketed in the 80s as “the drink you have when you are not really having a drink”. It was to give the impression you are out having a drink, but wasn’t quite the same. Continue reading “Management AIMS for a Claytons buyback?”