August 31, 2020 Mocker Monday. 31 August. Renewables Ignore solar pricing at your investing peril (Damien Klassen – Livewire Markets) Categories Ideas
August 27, 2020 Tassal Group – TGR:ASX – EOFY20 Update Australia’s largest vertically integrated salmon grower and seafood processor. Here are some MBI thoughts from May 2019: They need to expand outside of Tas to keep growing. Weak AUD was a tailwind. Salmon market growing nicely. Expanding into prawn production. Have a solid message of best practice and sustainability. Though they also had a breach that removed ASX certification for... Categories Ideas
August 26, 2020 The Amateur Investor Ep. 17: The numbers so far We were about 300ish meters above sea-level, the view wasn’t too bad. Just under four hours ago, my girlfriend and I rolled out of bed, packed and drove the hour and a bit to the base of Mount Tibrogargan to commence the ascent. Her brother and his girlfriend had wanted to tackle the mountain for some unknown reason, and we... Categories Stories
August 24, 2020 Mocker Monday. 24 August. Stock Market FNArena Reporting Season Monitor: August 2020 (FNArena) Categories Ideas
August 17, 2020 Mocker Monday. 17 August. Stock market Not much to report as the Mockers are all monitoring their holdings through reporting season. Hope yours beat expectations! ‘A lot are going to suck’: Investors are bracing themselves for an ugly reporting season (Business Insider Australia) Housing Three reasons why the coronavirus crisis might fix Australia’s housing affordability crisis (Shane Oliver – AMP Capital) The Twilight Zone:... Categories Ideas
August 14, 2020 Stock Quickie – MSB:ASX Mesoblast – MSB:ASX How did we get here? Was mentioned on Buy Hold Sell: 5 of the best performing growth stocks (Livewire Markets – Youtube) and I thought I’d take my own look. What do they do? The world’s biggest pure play stem cell developer. Makes off the shelf stem-cell products for different uses. Currently have a number of products... Categories Ideas
August 12, 2020 Stock Quickie – MP1:ASX Megaport – MP1:ASX How did we get here? Was mentioned on Buy Hold Sell: 5 of the best performing growth stocks (Livewire Markets – Youtube) and I thought I’d take my own look. What do they do? They service the business market, providing network as a service. Allows for companies to be as flexible as they need through a dynamic... Categories Ideas
August 12, 2020 The Amateur Investor Ep. 16: Run it up the flagpole A big part of starting any venture on your own, is learning to establish your own protocols. Established methodology aside, part of what’s important is knowing how to organise your own systems and the motivations behind those processes. Rock climbing is a pretty good example of this. Before a trip outdoors, I would normally lay out all the essential gear... Categories Stories
