Welcome

Dear Greg,

I have recently stumbled across II and I am a bit impressed at the research and thoughts provided by your team. Just wanted to thank II for providing this research on value / investing.
Upon comparing your services with others, I like that fact that II focuses on Value investing - The Warren Buffet Way (BTW, upon recently reading this book, I thought I had to complete a CFA to learn about value investing).
I enjoyed the research on MQG and The Infrastructure Report - particularly on MAP and SKI. Also, Nathan did a good job at pointing out that GPT was paying about 8% when SMH and Commsec were reporting 14% plus. Morningstar had no comment. Rivkin was useless. I had to verify this by cross referencing recent announcements by Cameron.
A quick scan of II’s reviews on the Big 4, I think II could have been more bullish on this as the boat has probably left by now. A once / twice in a century opportunity, especially when Master Buffet dived in himself (someone should have thrown a brick at my head to wake me up). A Fundie once told me that, like a bushfire, the big trees that survive will grow back even stronger (ie with a larger market share).
My only criticism is that II (put this on Steve?) has not promoted itself to the public enough. There are millions of dumb and uneducated investors (particularly myself) that need II’s research. Those poor clients of Storm…
II could have saved us a lot money, hair and sleepless nights had we met earlier. Perhaps not that much money as I think I saw some II staff at a RHG AGM…

Don