Investment Ideas: a review of all buy ideas, plus yet more news on Digital 9

Plus the AIC identifies long term quality funds with a track record and my take on the RTW and Arix merger

• over the next few weeks, I’ll be reviewing the performance of all model portfolios and lists

• this week we’ll start with the buy list

• some great successes, some terrible losses, overall mediocre performance on average

• I’m taking some names off the buy list but with some names, I’m even more convinced of decent value

• especially Disney

• a quick take on Arix and RTW Ventures deal - great for RTW shareholders less exciting for Arix shareholders

• more news at Digital 9 - still cheap but focus now on break-up value