This is a guest post that I thought would be of interest to my readers. It is in the spirit of Melbourne Cup Day, so I will be tempted soon in having my own punt on a LIC trifecta in the comments section at the end (feel free to do the same). Please read below to find out more about the author. (Note I have no affiliation with the below author / business).
Continue reading “Guest Post – The ‘Melbourne Cup of LICs’: Our form guide and three favourites”Tag: NAOS Small Caps Opportunities Company Limited
Pressure has been mounting on many ASX LICs this year to address issues of sub-par performance and widening discounts to NTA. In some cases this has led to corporate activity in the sector that has subsequently seen strong returns in the shorter term for such LICs.
Continue reading “5 FACTORS FOR PROFITING FROM ASX LIC TAKEOVERS AND WIND UPS”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 THE LAST FEW MONTHS”
I am not sure where I first read of someone describing a buyback of the “Claytons” variety, but ASX Listed Investment Companies are relevant to this topic. Perhaps I first read about Claytons buybacks here. Since then though it is always in my mind when I look at certain companies release their buyback announcements, especially LICs. Continue reading “ASX LICs and Claytons Buybacks”