August 2020 – Page 2 – Mockingbird Investment

August 10, 2020

Mocker Monday. 10 August.

Economy An investor’s guide to good government stimulus (Damien Klassen – Nucleus Wealth) Stock market Are you brave or are you foolish? (Michelle Lopez – Livewire Markets – Youtube) The single most important concept in markets today (Joe Magyer – Livewire Markets – Youtube) Investing The coffee can approach (Roger Montgomery)

Ideas

August 7, 2020

Stock Quickie – BAP:ASX

Bapcor – BAP:ASX How did we get here? Feel like I’d heard it mentioned by Roger Montgomery a few times, and thought it was worth a look. One opportunity we found during this crisis Bapcor (Dominic Rose – MGIM) */Another car parts company!./* What do they do? Australia’s leading provider of aftermarket parts, accessories, equipment and services for the automobile...

Ideas

August 6, 2020

Quiet Contrarian. Ep 7: Trades for July 20

Buys Advanced Nanotek – ANO:ASX – Producer of Zinc Oxide for cosmetics. Incredibly high quality product, management started a turnaround a few years ago and have been implementing well. They’ve fixed supply issues in recent years, and secured major global distribution deals, which they are attempting to grow. Some solid industry tailwinds as well with a number of sun-screen active...

Stories

August 5, 2020

Stock Quickie – SHJ:ASX

How did we get here? I was looking for functional businesses (positive RoE) trading under book value. They showed up on the search and I thought I’d look into them more. What do they do? They used to “Shine a light on injustice and make the world a better place one client at a time” (their vision statement c.2014), now...

Ideas

August 3, 2020

Mocker Monday. 3 August.

Economy US dollar breaking down, gold and the $A breaking up (Shane Oliver – Livewire Markets) 3 months of hell: US economy drops 32.9% in worst GDP report ever (NPR) Stock Market Tech results: Amazon, Apple, and Facebook earn record profits during pandemic (The Telegraph) Revenue comparison of Apple, Google, Alphabet, and Microsoft (Statista) Hyper growth for local telehealth start-up...

Ideas

Monthly Archive: August, 2020

Mocker Monday. 10 August.

Stock Quickie – BAP:ASX

Quiet Contrarian. Ep 7: Trades for July 20

Stock Quickie – SHJ:ASX

Mocker Monday. 3 August.