Mockingbird Investment – Page 16 – Better returns through sharing ideas

May 19, 2020

The Amateur Investor Ep. 5: Should I stay or should I go?

So it’s been a little while since I’ve had a look at my stocks, or at any news media in general. Here in Australia, much like elsewhere, the COVID 19 virus has seen a large shift across society. Sneezing or coughing in public brings the kind of looks and mild revulsion similar to when you let off a particularly noxious,...

Ideas

May 18, 2020

Mocker Monday. 18 May.

The ASX Big 4 Banks We’ve been discussing the banks this week, as they’ve all released their Q3 earnings. We found it quite a struggle to come up with a solid consensus, and the uncertainty around them was obvious in our discussions. In summary: things are very uncertain (and really not all that good), but because of that the banks...

Ideas

May 14, 2020

Lesson Learned: Cheap doesn’t always mean good.

Price is what you pay. Value is what you get Warren Buffett Value investing was made incredibly popular in the mid 20th Century by Warren Buffett and his teacher Benjamin Graham. Whilst valuation is still a significant part of every investors tool kit, the days of “cigarette butt investing” have largely passed. Nowadays, the stock market is so heavily analysed,...

Ideas

May 12, 2020

Mocker Monday. May 12

Not much shared by the mockers this week. Debate seems to be raging whether Australia will bounce back quickly or slowly. A Bull case: The Lucky Country – 3 reasons why Australia will emerge better than most (Livewire Markets) A Bear case: Are equities disconnected from the real economy? (Roger Montgomery) Beyond Covid there is broader risk that the global...

Ideas

May 11, 2020

The Amateur Investor. Ep 4: When to fold ‘em or Investing in the time of COVID-19

So let me preface this article by saying I have no idea what I am doing. At this stage, I have some idea of the ways in which companies operate from an investment perspective, how the value of their shares in the market can change in value, with a smattering of an understanding of how trading works. But still, I...

Stories

May 7, 2020

Quiet Contrarian. Ep 1: The Outsider Investor.

So I’ve been doing this for 6 or so years now, and I’ve learned a lot in that time, I finally feel like I know what I’m doing… Kind of… At the very least, I’ve committed to the process of learning and discipline that seem to be the lynchpin of investing. I do feel like I need to step up...

Stories

May 4, 2020

The Amateur Investor. Ep 3: Like getting into a cold pool

There’s a strange feeling that I sometimes get in my stomach when I know that I’m on the edge of something new/big. The first time my girlfriend kissed me was one such occasion. The first time I experimented with my cooking, the first time I competed in rock climbing. Life is full of such moments. They can be intimidating, but...

Stories

May 1, 2020

Mocker Monday. May 1.

Macro views The anti-China sentiment, around business and trade, seems to be gaining momentum, fuelled by the coronavirus pandemic. There’s still alot of this to play out, but it seems the reversal of globalisation is looking like a major theme for the next few decades of investing. The Wuhan Coronavirus and Its Impact on China’s Foreign Relations – Part Two...

Ideas