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Viva El Revolucion ! 3 - investors.asn.au fileA presentation by Rudi Filapek‐Vandyck, editor...

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A presentation by A presentation by Rudi Rudi Filapek Filapek Vandyck Vandyck , editor , editor FNArena FNArena August 2011 August 2011 Viva El Revolucion ! 1
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Page 1: Viva El Revolucion ! 3 - investors.asn.au fileA presentation by Rudi Filapek‐Vandyck, editor FNArena August 2011 Viva El Revolucion ! 1

A presentation by A presentation by Rudi Rudi FilapekFilapek‐‐VandyckVandyck, editor , editor FNArenaFNArenaAugust 2011August 2011

Viva El Revolucion ! 1

Page 2: Viva El Revolucion ! 3 - investors.asn.au fileA presentation by Rudi Filapek‐Vandyck, editor FNArena August 2011 Viva El Revolucion ! 1

All the research and data from around the All the research and data from around the  market, and around the world, market, and around the world, summarisedsummarised, , 

analysedanalysed

and explained, independently, with and explained, independently, with  no bias.no bias.

www.fnarena.comwww.fnarena.com

BUT NO FINANCIAL ADVICE !BUT NO FINANCIAL ADVICE !2

Viva El Revolucion

!

Page 3: Viva El Revolucion ! 3 - investors.asn.au fileA presentation by Rudi Filapek‐Vandyck, editor FNArena August 2011 Viva El Revolucion ! 1

3Viva El Revolucion !

Page 4: Viva El Revolucion ! 3 - investors.asn.au fileA presentation by Rudi Filapek‐Vandyck, editor FNArena August 2011 Viva El Revolucion ! 1

““The market is the sum The market is the sum total of all wisdom and total of all wisdom and stupidity of everyone who stupidity of everyone who trades in ittrades in it““

Dennis Dennis GartmanGartman4Viva El Revolucion !

Page 5: Viva El Revolucion ! 3 - investors.asn.au fileA presentation by Rudi Filapek‐Vandyck, editor FNArena August 2011 Viva El Revolucion ! 1

5Viva El Revolucion !

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6Viva El Revolucion !

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7Viva El Revolucion !

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8Viva El Revolucion !

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9Viva El Revolucion !

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10Viva El Revolucion !

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12Viva El Revolucion !

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13Viva El Revolucion !

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14Viva El Revolucion !

Some of Berkshire Hathaway’s widely publicized and often mentioned investments…

Goldman Sachs (2008) US$5bn 10% dividend yield

General Electric (2008) US$5bn 10% dividend yield

Bank of America (2011) US$5bn 6% dividend yield

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15Viva El Revolucion !

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16Viva El Revolucion !

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17Viva El Revolucion !

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18Viva El Revolucion !

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19Viva El Revolucion !

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20Viva El Revolucion !

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21Viva El Revolucion !

Page 22: Viva El Revolucion ! 3 - investors.asn.au fileA presentation by Rudi Filapek‐Vandyck, editor FNArena August 2011 Viva El Revolucion ! 1

All the research and data from around the market, and All the research and data from around the market, and  around the world, around the world, summarisedsummarised, , analysedanalysed

and and 

explained, independently, with no bias.explained, independently, with no bias.

www.fnarena.comwww.fnarena.com

Question time !Question time !

22Viva El Revolucion !


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