June 2020 – Page 2 – Mockingbird Investment

June 10, 2020

Lesson Learned: Commit to learning

Do the best you can until you know better. Then when you know better, do better. Maya Angelou One of the joys of investing is that there is always something to learn; from strategies, to business models, from technology to psychology, there’s always something new to wrap your brain around. Even if you stick to your circle of competence, there...

Ideas

June 9, 2020

The Amateur Investor Ep. 8: Telescope

As a teenager, I went to a boarding school in Brisbane, which afforded me a range of experiences, especially during the term breaks, when the boarding house would shut and my father would pick me up to while away the time backpacking up and down the coasts, both Gold and Sunshine. A favourite activity of ours was going to Hervey...

Ideas

June 8, 2020

Mocker Monday. June 8

Advanced manufacturing One of the major themes in the westernised countries is likely to be the return of manufacturing. Outside of Tesla, we’re not entirely sure where to position for this, but we’re currently trying to understand the industry. The role of 3D printing (additive manufacturing) in small batch, craft manufacturing, has the power to make fundamental changes in a...

Ideas

June 4, 2020

Quiet Contrarian. Ep 3: How have I done? Part 2: The USA.

Firstly, in the interests of full disclosure. This is my second attempt at making a US portfolio. My initial attempt was horrendous. I won’t go into detail, but it was a travesty. In the end I lost a big chunk of money, and totally shut down my US account. It was between Jan 2014 to Feb 2017. In the end...

Stories

June 2, 2020

The Amateur Investor Ep.7: Wild Times

Since the last issue, things have taken an admittedly insane turn. We’ve seen a number of high profile protests occur in response to systemic racism and police brutality in the United States, with many states declaring curfews and martial law. I have my own thoughts on the whole matter, but being that everyone with a pulse is voicing their opinion,...

Ideas

June 1, 2020

Mocker Monday. June 1

V? Or U? (Or maybe W, L, or K!?) The theme of the week was definitely the post-Corona economic recovery. From the tone of the articles, most of the Mockers are quite bearish on the recovery, with recent market strength being chalked up to some wishful thinking. We’re not sure what the market is showing us marries with the underlying...

Ideas

Monthly Archive: June, 2020

Lesson Learned: Commit to learning

The Amateur Investor Ep. 8: Telescope

Mocker Monday. June 8

Quiet Contrarian. Ep 3: How have I done? Part 2: The USA.

The Amateur Investor Ep.7: Wild Times

Mocker Monday. June 1