Lachlan MorganApr 20, 20211 minExpect a 50% fall.“This is the third time that Warren and I have seen our holdings in Berkshire Hathaway go down, top tick to bottom tick, by 50%. I think...
Lachlan MorganApr 20, 20214 minThe '7 Powers' of business success - from one of NetFlix's early investors.I recently read the Hamilton Hemler’s ‘7 Powers’ it is a book that has been recommended to me by a number of investors and rightfully so!...
Shaun TrewinApr 13, 20215 minSquare The insights from this blog have been drawn from the Book The Innovation Stack by Jim McKelvey Co-Founder of Square. Recently we read...
Lachlan MorganApr 1, 20211 minThe Good & Bad investing mindsets. Bad investing mindset: 'Stocks go up immediately all the time'. Good investing mindset: 'Stocks go up eventually, but anything can happen...
Shaun TrewinMar 2, 20212 minAn Example of a Quality Compounder – Family owned and operated – NetwealthThe attached AFR article below is an example of the culture behind a quality compounder. Netwealth is 50%+ owned by the family that...
Shaun TrewinJan 22, 20218 minThe origins of todays mega cap $2T Pharma companies The origins of today’s most well-known pharmaceutical companies such as Roche, Novartis, Merck, Pfizer, Eli Lilly, Bristol Myers Squibb...