June 17, 2020 The Amateur Investor Ep. 9: Doing the Maths – PE ratios Apologies for the late publish! This one was a bear to do the research on. Enjoy! Categories Ideas
June 15, 2020 Mocker Monday. 15 June. 2 more weeks to the AU EOFY. Hope everyone has an idea of what their gains and losses are this year. Not much shared by the Mockers this week. Nucleus wealth has released another video about the disconnect between the market and the underlying economy. Some interesting insights into the latest rally, how we seem to have seen a full... Categories Ideas
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... Categories 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... Categories 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... Categories 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... Categories 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,... Categories 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... Categories Ideas
