Lighthouse Investment Services

31/08/2022

Happy 92nd birthday WB!

Warren Buffett Speech at the University of Florida, 1998

09/04/2020

Howard Marks' memos are always worth a read. This latest one is particularly interesting for anyone wondering how to approach equity markets right now - whether to go "all in" or to sit on the sidelines until the clouds have cleared.

Spoiler alert!

"The bottom line for me is that I’m not at all troubled saying (a) markets may well be considerably lower sometime in the coming months and (b) we’re buying today when we find good value. I don’t find these statements inconsistent."

01/04/2020

Interesting presentation by Hamish Douglass on the economic, financial and investment implications of COVID-19.

Magellan Financial Group is a specialist funds management business based in Sydney, Australia.

24/03/2020

Just because the government allows you to get early access to your super doesn't mean you should.

Extraordinary times call for extraordinary measures. But accessing your super to 'cushion the blow' of coronavirus might not be so wise, writes Nicky Hutley.

10/03/2020

Australia's economy might not be so "dumb" after all, as CSL knocks off BHP as the most valuable company in the country.

08/03/2020

Not a bad rate to borrow a billion euro at for five years.

16/10/2019

Pleased to report that Lighthouse clients achieved weighted average returns of 16.9% over the 2019 financial year, 12.9% pa over 3 years, 13.9% pa over 5 years and 12.8% pa over the decade to June 2019.

16/10/2019

An absolutely fascinating read on the behemoth that is Amazon.

Politicians want to rein in the retail giant. But Jeff Bezos, the master of cutthroat capitalism, is ready to fight back.

25/07/2019

Might this be the straw that breaks the back of the Australian residential property camel?

28/02/2019

The Bill & Melinda Gates Foundation annual letter always makes for an interesting read. So too this year.

Nine things that have surprised us and inspired us to take action.