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Bristlemouth takes on Babcock and Brown – day two | BRISTLEMOUTH
Posted by:Intelligent01 1347 days ago • Discuss • http://blog.intelligentinvestor.com.au
Babcock’s business is the easiest game in the world when asset values are rising quickly and consistently, but ultimately it’s unsustainable. READ MORE ...
babcock brown
macquarie bank
macquarie shares
Business
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Babcock bosses let themselves down - day 3 | BRISTLEMOUTH
Posted by:Intelligent01 1347 days ago • Discuss • http://blog.intelligentinvestor.com.au
Assessing the management team is one of the most important exercises to undertake when assessing business value. It’s also notoriously difficult. READ MORE ...
management analysis
company analysis
babcock brown
value investing
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Babcock binges on easy credit - day four | BRISTLEMOUTH
Posted by:Intelligent01 1347 days ago • Discuss • http://blog.intelligentinvestor.com.au
This business has been a money making machine ever since floating four years ago, but it’s been fed by easy credit. READ MORE ...
babcock brown
financial analysis
bnb
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Babcock stains a promising record - day five | BRISTLEMOUTH
Posted by:Intelligent01 1312 days ago • Discuss • http://blog.intelligentinvestor.com.au
Building a long-term track record requires discipline and patience. Babcock has been short on both in recent years. READ MORE ...
babcock brown
infrastructure
bbi
bbp
bbw
financial analysis
value investing
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Babcock, the banks and Russian roulette | BRISTLEMOUTH
Posted by:Intelligent01 1306 days ago • Discuss • http://blog.intelligentinvestor.com.au
Babcock has been playing Russian roulette, but it's been playing it with someone else's money. READ MORE ...
babcock
babcock brown
infrastructure
banks
bank shares
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