Why REA should buy News Corp

Intelligent Investor

Investors are often dogmatic when it comes to takeovers; we want to see businesses expand their core business and not pursue size for its own sake; we want the price to be low and the quality of the target to be high. Show More

Investors' constant battle

Intelligent Investor

The F word is the dirtiest word in finance. The F word = fees. Investors want to pay as little as possible and managers are constantly battling to justify them. It’s a delicate subject. Show More

'Uncertainty' offers opportunity

Intelligent Investor

‘Buy when the cannons are firing and sell when the trumpets are blowing’, Nathan Rothschild apparently said in 1810 as the Napoleonic Wars rumbled on and, while there haven’t been too many cannons fired lately, there are plenty of bombs being lobbed by the world’s political elite (and not so... Show More