Lifting The Lid On Warren Buffett's Investment Secrets (Update)
In May, I published a report citing recent journal literature that sought to decompose Buffett’s Alpha. The authors attribute Warren Buffett’s...
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Rate-Hike Worries Create a Golden Opportunity in Mining Stocks
Fed rate hike worries have created an opportunity to buy gold miners at a discount. The market is rightly concerned about the impact of higher...
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Lowering Long-Term Copper Forecast and Cutting Rio Tinto's Fair Value Estimate to A$38
Like its peer BHP Billiton, Rio Tinto has ridden the commodity supercycle since the early 1990s. Rio Tinto's asset portfolio is less diversified,...
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Independence Group Completes Acquisition of Sirius. Fair Value: A$3.90
Independence Group has completed the friendly purchase of developing nickel miner Sirius Resources.At the time the deal was announced, we modeled...
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