Investing: the Tortoise or the Hare approach?
by Mark Wylie

“Investing: the Tortoise or the Hare approach?” is a practical guide that builds on Mark Wylie’s first three successful books about long-term investing. The author shows how his methods can be successfully implemented by people who don’t have much time or technical knowledge to perform detailed investment reviews and research. Mark examines how to construct a wise portfolio with a margin of safety, including equity indexes, ETFs, property indexes, bond indexes and cash.

“Investing: the Tortoise or the Hare approach?” includes information on:

• choosing which investments to buy and which to stay away from
• adding index funds, ETFs, listed investment companies and managed funds to your portfolio
• when to buy, hold and sell
• minimising fees and costs
• constructing and maintaining a portfolio
• reviewing your investments
• the causes and effects of booms, busts and debt

“Investing: the Tortoise or the Hare approach?” is ideal for those small investors who are looking for an approach that will identify more stable investments that should deliver long-term returns. This approach is also suitable for DIY superannuation investment funds and is particularly effective during times of market pessimism.

Mark Wylie lives in South Australia. Favouring a fundamental and analytical approach to investment, he has undertaken research into Warren Buffett’s methods. Mark holds a diploma in Financial Advising, and in 2002 launched BPI Wealth Mentors with the objective of helping small investors understand long-term investing and prepare a set of strategies for themselves that would yield profitability and improved returns into the future.

Mark has authored three books about long-term investing. He experienced up close the substantial world market correction of the global financial crisis – the worst since the Great Depression – and now in this book shares the knowledge he has gained about the boom-to-bust cycle.

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Wise Investing
by Mark Wylie

“Wise Investing” has been released by the author as an updated version of his first two books “The Long Term Investor” and “The Sensible Australian Investor”. He felt that after the GFC (Great Financial Crisis) it would be timely to update the series and include additional information that has been learned from these world events.

“Wise Investing” includes information on:

• Business perspective investing with a margin of safety
• Investment criteria for dealing with tough times
• Finding information and data
• The company review process
• When to buy, hold and sell
• Market cycles and investment timeframes
• Watching your investments
• Index funds
• Listed property companies
• Listed investment companies
• Bonds, cash, near cash investments and dividends
• Fee, management costs and taxation
• Portfolio construction
• Conclusion

Appendix A: The six basic steps to productive investing Appendix B: Calculating intrinsic value Appendix C: About the 2008/9 global financial crisis Appendix D: Venture investing

“Wise Investing” is an ideal book for young or new to investing and is an excellent guide to understanding the attributes of successful long term investing with a margin of safety.

Mark Wylie lives with his family in the Adelaide Hills. Favouring an analytical approach to equity investing, he has undertaken research into Warren Buffet’s methods. Mark holds a Diploma in Financial Advising, and in 2002 launched Business Perspective Investing Pty Ltd, with the objective of helping investors understand long-term investing and prepare a set of strategies for themselves that would yield profitability and improved returns into the future.

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The Sensible Australian Investor
by Mark Wylie

“The Sensible Australian Investor” builds on the techniques outlined in Mark Wylie’s successful first book “The Long-Term Investor”. The first book contained the technical information behind the author’s long-term Business Perspective Investment approach. “The Sensible Australian Investor” is a practical guide that summarises these techniques. The author shows how they can be successfully implemented by people who don’t have the time or technical knowledge to perform detailed company analysis. It will assist with making sensible investments which don’t require too much time to set up, monitor and maintain. Mark examines how to construct a sensible portfolio, and also looks at index funds, equity investments, property trusts, speculative investments and cash.

The “Sensible Australian Investor” includes information on:

• finding all the company details you need
• business perspective investing criteria
• analysing a company and its performance
• choosing which companies to buy, and which to stay away from
• when to buy and when to sell
• reviewing your investments

“The Sensible Australian Investor” is ideal for investors who are looking for an approach that will identify stable companies that should deliver long-term returns. This approach is also suitable for those with DIY superannuation investments. The methods are based on the work of Warren Buffett and Charlie Munger.

Mark Wylie lives with his family in the Adelaide Hills. Favouring an analytical approach to equity investing, he has undertaken research into Warren Buffett’s methods. Mark holds a Diploma in Financial Advising, and in 2002 launched Business Perspective Investing Pty Ltd, with the objective of helping investors understand long-term investing and prepare a set of strategies for themselves that would yield profitability and improved returns into the future.

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The Long-Term Investor
by Mark Wylie

‘If the business does well, the stock eventually follows.’
Warren Buffett

Author Mark Wylie believes that the best share market returns can be achieved by making informed, carefully considered, long-term investment decisions. The business perspective investing approach outlined in “The Long-Term Investor” is a long-term, fundamental approach to the stock market. It centres on the belief that purchasing a share is purchasing a stake in a company and its future performance. As such, Mark’s method involves assessing the management of a company, evaluating its products or services and market position, and analysing its finances.

“The Long-Term Investor” explains how you can become a business perspective investor, and how to make a successful long-term share purchase. You can also order a spreadsheet that will help you calculate the true value of a share. The book includes information on:

• getting started as a long-term investor
• business perspective investing criteria
• finding all the information you need
• analysing a company and its performance
• choosing which companies to buy, and which to stay away from
• when to buy and when to sell
• refining your buying and selling to achieve the best results
• reviewing your investments.

The methods contained within this book are based on the value investing methods of Warren Buffett and Charlie Munger, and what they have achieved with their investment company Berkshire Hathaway. Starting with an investment of about US$100,000, they now have realised wealth of over US$40 billion, and are regarded as the finest investors in the world. They have achieved in excess of 21% annual returns on average over the years that they have been investing.

Being a long-term investor does not require sophisticated share market knowledge or vast amounts of money to get started. You can use the business perspective method to manage a small or large portfolio, and you don’t have to be a full-time investor. Good returns will come from thorough research and analysis, and then patience. In the short term the share market can be erratic, but over the long term strong business performance will be reflected in the share price.

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