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February 21, 2018

Someone alerted me to a piece from Business Insider,  A day in the life of an equity sales leader at UBS in Sydney that featured a young Sydney trader. You need "tenacity", the article says.

It reminded me of another magazine piece that hit our inbox in 2007 featur...

November 23, 2017

Growth and Value investing are joined at the hip” – Warren Buffett

Today is AFL National Draft Day. Over 100 young kids will be sitting with their fingers and toes crossed, waiting for their name to be called out, hopefully fulfilling their dream of making it onto an AF...

October 13, 2017

One might argue that AFL Trade Period is just as, if not more exciting, than the AFL season itself - depending of which team you follow.

Decisions made during trade week go a long way in deciding a club’s future success. Consider Richmond this time last year. The Tige...

September 15, 2017

I remember listening to former dual Brownlow Medalist and premiership captain Chris Judd speaking about the concept of ‘edge’ during his playing days. When he would line up against his opponent, he said he would ask himself, ‘What attributes do I have that he doesn’t t...

September 7, 2017

I have often said that my circle of competence revolves around the 3 F's: Finance, Family and Football.

Some people think I jest, however, as the CEO of the Household can attest, we've checked, and there's no much else there I'm afraid. It's got me thinking, there's n...

September 1, 2017

There are two types of forecasters, those who don't know and those

who don't know they don't know".      

- Howards Marks

Yesterday, my dear friend Nick Kakalis from Finance Unlimited asked me to speak at a networking event. (Disclosure: Fina...

Come Monday morning, possibly sooner, players of 10 AFL clubs not participating in September will be putting on their costumes and heading to their chosen pub with serious intentions of improving the share prices of Heineken, Treasury Wine etc.


“The single greatest challenger you face as an investor is handling the truth about yourself” – Jason Zweig

The way investors think and feel affects the way they behave when making investment decisions. These influences can be categorized and identified as behavioural b...

"My non-negotiables are 'kicking efficiency' and 'decision-making'. Both of these are key ingredients to a quality footballer. No point getting your hands on the footy if you're going to give it back to the opposition" - Brad Lloyd, Fremantle Dockers Football Club


AFL Clubs are responsible for assessing the same asset twice, doubling their chances of error.

All successful investors aim to do one thing, buy assets that are selling for less than they are worth. They do their homework on an investment, work out what they believe th...

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September 1, 2017

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My Pilgrimage to Warren Buffett's Omaha

May 22, 2017

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