About Oceania Value

Oceania Value is a value investing blog written by me, Warwick.  I'm not trying to set myself up as an expert here, instead my aim is to document my studies.  I'm guided by two questions:

  • How do you know when an investment analysis is good enough?
  • How do you create such an analysis?

I'm mainly interested in picking individual stocks rather than quantitative strategies.  I also tend towards ASX-listed stocks and global investments only in areas where I have operational experience.  These include packaged and commodity foods, agri-commodities and mining.