July 2020 – Page 2 – Mockingbird Investment

July 20, 2020

Mocker Monday. 20 July.

Market commentary Class of 2020 (Rudi Filapek-Vandyck – Livewire Markets) Economy The fiscal cliff is more likely to be a fiscal slope (Shane Oliver – AMP Capital) Superannuation early withdrawals near $30b as new financial year sees double dipping (ABC News) Coronavirus Coronavirus vaccine tracker: how close are we to a vaccine? (The Guardian) How effective does a COVID-19 coronavirus...

Ideas

July 16, 2020

Quiet Contrarian. Ep 6: FY20 Reflection

FOMO, Fear and Feline Fatalities… Well. That was an interesting year. The first half was an incredible rally, I took a lot of profit on the way up, and was happy with myself and my choices. Then… it shifted… somewhere around November. I was sitting on 40% cash, I didn’t want to get out anymore… But the market kept rising!...

Stories

July 14, 2020

BHS: Class Ltd – CL1:ASX

Interesting company, think XRO, but primarily targeting the SMSF industry, focussed on accountant and SMSF fund manager clients. From their site: Our mission is to deliver innovative administration solutions that automate manual workloads, driving high levels of processing efficiency and scalability and supporting accountants and their clients with delivering digital SMSFs. They seem to be doing this well, with consistent...

Ideas

July 14, 2020

The Amateur Investor Ep.13: In a little deep

When one gets older, one picks up a healthy amount of skepticism. Maybe it’s the loss of innocence. Maybe it’s the realisation that this is really it and that you have to start adulting now if you’re planning to survive. In any case, to put it bluntly, the shine starts to wear off in some places. At least it did...

Ideas

July 13, 2020

Mocker Monday. 13 July.

Some interesting articles about how countries, companies, and beer is responding to the current world economy. What beer sales tell us about the recession (Planet Money – NPR) Japan auto companies triple Mexican pay rather than move to US (Nikkei Asian Review) China stokes a stock-market mania, risking repeat of 2015 bubble (Bloomberg) What should you do with a hot...

Ideas

July 8, 2020

Lesson Learned: Look for the One-Two Punch

Buy when there’s blood in the streets, even if the blood is your own Baron Rothschild Just like in boxing, it’s the punch you don’t see coming that floors you, and combos can wreak major havoc on a stock price or a market. Warren Buffett commented on the recent 1-2 punch of COVID-19 and oil price shock that lead to...

Ideas

July 7, 2020

The Amateur Investor Ep.12: Peace, quiet, and a little out ahead

At the writing of this article, I’ve been in the stock market for a bit now. My first buying order was executed in March, my first steps into the market. Since then I’ve made a total of three sales, which have seen a decent profit. My most recent was a sale of half my position in WZR, an Australian non-bank...

Ideas

July 6, 2020

Mocker Monday. 6 July.

Just a couple of links featuring some of the Mocker’s favourites this weeks: Roger Montgomery and Ben Clark do a BHS on some of the most Googled stocks on the ASX. Some good insights into the balancing act of “Quality Businesses at Fair Prices”. 6 of the most Googled stocks (Livewire Markets – Youtube) Shane Oliver gives a comprehensive update...

Ideas

Monthly Archive: July, 2020

Mocker Monday. 20 July.

Quiet Contrarian. Ep 6: FY20 Reflection

BHS: Class Ltd – CL1:ASX

The Amateur Investor Ep.13: In a little deep

Mocker Monday. 13 July.

Lesson Learned: Look for the One-Two Punch

The Amateur Investor Ep.12: Peace, quiet, and a little out ahead

Mocker Monday. 6 July.