Why the takeover boom is only starting

1

Introduction

00:00 • 4min

2

Bottom Up Investing

04:10 • 2min

3

Is There a Bias Against the Profitless Prosperity Companies?

06:03 • 2min

4

Value Investors

08:12 • 2min

5

Are You Going Against the Very Principles of Value Investing?

10:16 • 2min

6

The Big Four Banks in a Relatively Small Economy

12:30 • 2min

7

Is Rio a Price Taker?

14:17 • 2min

8

Is There Only One Stock You Like Right Now?

16:03 • 3min

9

You Can Find Value Even in Very Popular Stocks

19:00 • 2min

10

The Melbourne Artment Market

21:05 • 2min

11

The Situation for Melbourne Apartments Is Related to Supply Relative to Demand

22:59 • 2min

12

Will They Always Be Cheaper Than They Used to Be?

24:32 • 2min

13

Is the Government's Fiscal Policy?

26:10 • 2min

14

We're Selling Iron to China Like Crazy

27:56 • 3min

15

Doou Worrsy?

30:29 • 2min

16

Is There a Takeover?

32:29 • 3min

17

What's Going to Happen to Australia's Pension Funds?

35:05 • 2min

18

The Money Cafe, Roger Montgomery

37:20 • 2min