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Riding the coattails of owner-managers

In my previous blog post, Striking a blow for owner managers, I relayed a narrative that illustrated how a business can decay when it’s in the wrong hands. To protect against lousy management, we...

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Master CEOs: Questions for Matthew Kidman?

Tomorrow (Tuesday the 27th) I’ll be recording an interview with Matthew Kidman, fund manager, former journalist and author of several useful books for Australian investors. The most recent of those...

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BRW wrong about threat from Lew

The latest edition of BRW magazine arrived on my desk last week (I haven’t paid for a subscription in years, so I assume higher circulation helps their advertising revenue). The ‘How the Rich 200...

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Relying on the past: Mistakes in business strategy

Today’s post has been written by special guest blogger Wayne Jones of Ganes Capital Management. Wayne was a contributor to Intelligent Investor for many years and remains a good friend today. You can...

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Is Gerry Harvey the next Warren Buffett?

With the housing market on a tear, Harvey Norman’s (ASX: HVN) profits jumped 49% to $212m this year. That’s a fantastic result, but it’s still only around half what the company earned in 2007. Revenue...

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