Mockingbird Investment – Page 6 – Better returns through sharing ideas

January 2, 2022

Quiet Contrarian. Ep 25: Trades for December 2021.

Hope everyone has managed to have some happy holidays! Buys Airtasker LTD – ART.ASX – Bit of a punt on these guys for a small amount. Think they could grow, and develop the business to be the go to place for small local jobs (as opposed to online jobs (Fiverr) and larger jobs (HiPages)). Watched some talks and I liked how...

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January 2, 2022

Quiet Contrarian. Ep 24: Half Year Portfolio Update 2021

Portfolio Performance Portfolio has done well again, managing to outperform my benchmarks by ~10% depending on which one you want to look at. Here’s a bit of background on the Benchmarks I’ve been using: VAS – Vanguard Australian Shares ETF – Tracks the S&P/ASX 300 Index – Best for comparison to the Australian market VOO – Vanguard S&P 500 – Tracks the United States...

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December 1, 2021

Quiet Contrarian. Ep 23: Trades for November 2021.

Quiet month, largely just continuing the consolidation of my portfolio, the selling down of reopening trades got derailed a bit with the omicron scare. Buys No buys this month. Sells Altium LTD – ALU.ASX – I bought these guys in the early part of the covid drop. Just a small amount as they were still really quite overpriced. I always felt...

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November 5, 2021

Quiet Contrarian. Ep 22: Trades for October 2021.

Another busy month, we’re getting close to reopening, with vaccines hitting the magical 80% target and the states setting roadmaps for reopening. I’m starting to get out of things that are linked to reopening, and I think are already overvalued. Buys No buys this month. Sells Shaver Shop Group – SSG.ASX – I initially bought these guys on a recent dip,...

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October 6, 2021

Quiet Contrarian. Ep 21: Trades for September 2021.

That was a busy month, lots of stock movements and lots of buying and selling. Guess the institutional investors were mucking about in the market quite alot. Buys DGL Group Ltd – DGL.ASX – These guys have been making waves in the industry. They’re making a big play for the chemical industry in Australia and have been on a major tear...

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September 2, 2021

Quiet Contrarian. Ep 20: Trades for August 2021.

Nothing to see here. Go read a book.

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August 3, 2021

Quiet Contrarian. Ep19: Trades for July 2021

Buys Tassal Group – TGR.ASX – Have written about Tassal a few times. I think they’ve got ~10% base growth, with a 5% dividend, and a potential chaser of 2-3% efficiencies. On top of that the salmon price is rebounding, but this hasn’t caught up to the share price yet. Sells Mineral Resources – MIN.ASX – They’ve had a stellar run since...

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July 6, 2021

Quiet Contrarian. Ep 18: FY21 Reflection

Overall update – Story of the year This was a bumper stock market year, with both the US and Australian markets hitting all time highs and posting some record gains (The All Ords was up almost 30% this year!). It’s primarily driven by record low interest rates driving up valuations, and lots of new investors/traders starting their equities journey driving...

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