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thestockscribe.blogspot.com

The Stock Scribe

Thursday, June 18, 2015. Insurance Australia Group (IAG) and Berkshire Hathaway. There’s been some staggeringly misinformed comment regarding Berkshire Hathaway’s partnership and equity stake with IAG (announced on 16 June 2015). Let’s get a few things straight. For someone like Ross Curran to confuse this side equity deal with the fee-based partnership arrangement suggests to me that Ross isn’t the brightest analyst we’ve ever seen. Then how stupid do you think IAG are? The really important deal was the...

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Thursday, June 18, 2015. Insurance Australia Group (IAG) and Berkshire Hathaway. There’s been some staggeringly misinformed comment regarding Berkshire Hathaway’s partnership and equity stake with IAG (announced on 16 June 2015). Let’s get a few things straight. For someone like Ross Curran to confuse this side equity deal with the fee-based partnership arrangement suggests to me that Ross isn’t the brightest analyst we’ve ever seen. Then how stupid do you think IAG are? The really important deal was the...
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The Stock Scribe | thestockscribe.blogspot.com Reviews

https://thestockscribe.blogspot.com

Thursday, June 18, 2015. Insurance Australia Group (IAG) and Berkshire Hathaway. There’s been some staggeringly misinformed comment regarding Berkshire Hathaway’s partnership and equity stake with IAG (announced on 16 June 2015). Let’s get a few things straight. For someone like Ross Curran to confuse this side equity deal with the fee-based partnership arrangement suggests to me that Ross isn’t the brightest analyst we’ve ever seen. Then how stupid do you think IAG are? The really important deal was the...

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thestockscribe.blogspot.com thestockscribe.blogspot.com
1

The Stock Scribe: June 2015

http://thestockscribe.blogspot.com/2015_06_01_archive.html

Thursday, June 18, 2015. Insurance Australia Group (IAG) and Berkshire Hathaway. There’s been some staggeringly misinformed comment regarding Berkshire Hathaway’s partnership and equity stake with IAG (announced on 16 June 2015). Let’s get a few things straight. For someone like Ross Curran to confuse this side equity deal with the fee-based partnership arrangement suggests to me that Ross isn’t the brightest analyst we’ve ever seen. Then how stupid do you think IAG are? The really important deal was the...

2

The Stock Scribe: November 2014

http://thestockscribe.blogspot.com/2014_11_01_archive.html

Wednesday, November 26, 2014. Caledonia’s Will Vicars very pricey real estate purchase. Just a short post on some articles that I have been reading recently on Caledonia Investments Chief Investment Officer’s purchase of some incredibly pricey real estate. Now, unless Will plans to donate those apartments to charity, or the media reports are incorrect, the purchase raises some interesting questions:. What does the Chief Investment Officer of Caledonia get paid? Did he get value for money? It’s even...

3

The Stock Scribe: March 2015

http://thestockscribe.blogspot.com/2015_03_01_archive.html

Friday, March 27, 2015. Positioning for the stock market bubble. Now that the Reserve Bank of Australia (RBA) has successfully created a bubble in the residential housing market, they seem hell bent on creating a bubble in the equities market as well. Cheered on by the RBA, the market is potentially. Poised to go much higher (before the inevitable pull-back or crash). However, this may not happen until the Australian market is above its peak of 6,800 or so which it achieved way back in late 2007. At this...

4

The Stock Scribe: June 2012

http://thestockscribe.blogspot.com/2012_06_01_archive.html

Saturday, June 23, 2012. Alan Kohler takes advantage of Newscorp’s stupidity. The news on Wednesday that Newscorp had paid just under $30 million for Australian Independent Business Media (AIBM), a company majority controlled by Alan Kohler, Mark Carnegie, John Wylie and Eric Beecher was nothing short of astonishing. AIBM’s only properties are the Business Spectator. Web site and the investment newsletter The Eureka Report. There has been talk that Newscorp will use Business Spectator. Alan Kohler has us...

5

The Stock Scribe: October 2014

http://thestockscribe.blogspot.com/2014_10_01_archive.html

Wednesday, October 22, 2014. The Medibank Private IPO. Just a quick post for those of you considering applying for shares in the Medibank Private IPO. The float price looks reasonable, but the Government certainly isn’t giving it away, especially considering the backdrop of an anaemic equity market in Australia. And no, it won’t be anything like the gold mine that was the Commonwealth Bank, CSL, or the first tranche of Telstra, those days are well and truly gone. Subscribe to: Posts (Atom).

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Thursday, June 18, 2015. Insurance Australia Group (IAG) and Berkshire Hathaway. There’s been some staggeringly misinformed comment regarding Berkshire Hathaway’s partnership and equity stake with IAG (announced on 16 June 2015). Let’s get a few things straight. For someone like Ross Curran to confuse this side equity deal with the fee-based partnership arrangement suggests to me that Ross isn’t the brightest analyst we’ve ever seen. Then how stupid do you think IAG are? The really important deal was the...

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