Company Report
Last edited 2 months ago
PerformanceCommunity EngagementCommunity Endorsement
ranked
#16
Performance (37m)
22.0% pa
Followed by
17
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##podcast
Added 2 months ago

Timely with all the Soulpatts and Brickworks chat, Scott Phillips has just interviewed Rob Millner on his 2nd podcast "The Good Oil with Scott Phillips".

Search The Good Oil with Scott Phillips "The secret of long term investing success, with Rob Millner" in your pod machine of choice.

It's a light entertainment style show, so don't expect anything too hard hitting, but a nice chat with a successful bloke who has earned the right to be refreshingly frank. They shy away from the Berkshire comparison, but I get a similar vibe listening to Rob, Buffet and Munger. Avoid bullshit, keep it simple, trust in common sense and invest in good people. If only it was that easy.

#Dividend Aristocrat
stale
Added 9 months ago

Soul Patts reporting 25 years of dividend growth:

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Outperformance over a 5, 15 and 25 year timeframe:

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Defensively positioned (performs better in down markets than up):


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The investor call is at 1330 today (Sydney time), and much to digest in the slide pack and financial report still.

Disc: held in RL and SM.