- Quarter in review
- Don’t bank on those dividends
- Equities versus bonds?
- Super cheap Boom
We first summarise the previous quarter. We then question why a company might raise capital when it can just stop paying a dividend in “Don’t bank on those dividends”. We then use Benjamin Graham’s Margin of Safety approach to consider the relative investment merits of equities versus bonds. Finally, we use Boom Logistics as an example of the potential remaining in our mining services investments.
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