Author: hsuan

October 6, 2020

Mocker Monday (but on a Tuesday). 6 October

Property The macroeconomics of Australian residential property investing (Damien Klassen – Nucleus Wealth) Beer Pedro Earp on the Business of Beer (Masters in Business Podcast – Bloomberg)

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October 1, 2020

Quiet Contrarian. Ep 9: Trades for September 2020

It’s been a quiet month. No trades made. The US market has pulled back a bit from last month’s highs, but is still looking quite overbaked, sitting at~175% of GDP. The ASX is much more reasonably valued (TMCGDP of ~101% or 115% at current and 10% drop GDP respectively), and has also pulled back, in line with the US markets,...

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September 28, 2020

Mocker Monday. 28 September.

Economy Oliver’s Insights – Australia’s “eye popping” budget deficit and public debt blow out – can it be paid off? Does it matter? (Shane Oliver – AMP Capital) US-China relations and wars (Ray Dalio – Principles.com)

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September 21, 2020

Mocker Monday. 21 September.

Markets Why eSports are sexy, but expensive (Damien Klassen – Nucleus Wealth) Why this manager is avoiding today’s hot stocks (Livewire Markets – Youtube) Economy The big cycles of China and its Currency (Ray Dalio – Principles.com) Investment and portfolios Tips for using ETFs in an investment portfolio (Livewire Markets – Youtube)

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September 14, 2020

Mocker Monday. 14 September.

Economy How COVID-19 has changed the way we spend (Roger Montgomery) Markets Are we entering the next commodities supercycle? (Livewire Markets) Competitive advantages of Australia’s tech titans (Livewire Markets)

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September 8, 2020

Compumedics – CMP:ASX

These guys make medical tech for sleep diagnostics. Here’s a summary from our previous look at them (June 19):  Organic growth driven by reasonable returns.  They’ve been around for quite some time, and always seem to be on the cusp of greatness, but never seem to make it.  It looks like they’re trying to pivot from a premium pricing model...

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September 7, 2020

Mocker Monday. 7 September.

Economy What will the world look like in 2025 (Andrew Clifford – Platinum Asset Management) Markets The Crash Of 2020: Into The End Game (Forbes) Market outlook Q&A – disconnect to real economy, growth v value, vaccines, property, gold, inflation, and other issues (Shane Oliver – AMP Capital) First Robinhood, Now Masa the Nasdaq Whale (Bloomberg) Investor behaviour How COVID-19...

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September 4, 2020

Stock Quickie – ICS:ASX

How did we get here? Showed up on SWSt filter.  What do they do? They provide medical billing and collection services for the medical industry. Despite being an Australian company, they primarily operate in the UK under the MDC brand.  Weighing machine RoE of between 8-20% that seem to be quite vulnerable to being hit by changes in costs/environment/regulation, etc...

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