Tag: wam asx

PAYING $1 FOR 50 CENTS WORTH OF ASSETS?

The objective you hear from many value investors is to buy $1 of assets for 50 cents. The headline I used here is the opposite, what we should be avoiding.

Trading in a couple of wind-up situations I have observed this year has left me scratching my head. It has looked to me like investors paying around $1 for 50 cents of cash!

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SHOULD ASX LICs / COMPANIES WIND UP AND DO THEY HAVE THE RIGHT “SKIN IN THE GAME”?

Should Australian Leaders Fund Limited (ASX:ALF), Contango Income Generator Ltd (ASX:CIE) & Thorn Group Ltd (ASX:TGA) wind up most of their operations and return cash to shareholders?

For full disclosure I own shares in (ASX:ALF) and (ASX:TGA) at the time of writing. I do NOT own shares in (ASX:CIE).

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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 (financial independence retire early Australia), dividends, & global asset allocation. Continue reading “VALUE INVESTING READING LINKS FROM JANUARY”

LIC Investing – 10 factors to check before buying.

A checklist for buying ASX Listed Investment Companies (LICs) shares

A list of 10 factors to check as a guide when to buy, scroll down for further explanations on each.

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