Mockingbird Investment – Page 7 – Better returns through sharing ideas

July 2, 2021

Quiet Contrarian. Ep 17: Trades for June 2021

Just one buy this month… Buys Shaver Shop Group – SSG.ASX – Omnichannel retail, growing well into Grooming products primarily focused on Men, but trying to become more attractive to women (this will probably take a while, their stores are not attractive to the ladies from my read). Extremely well managed, though a relatively low margin business (5-8%). They definitely benefitted...

Stories

June 2, 2021

Quiet Contrarian. Ep 16: Trades for May 2021

Busy month. Buys Appen Limited – APX.ASX – Appen has been hammered recently, with the recent budget cuts. The price was hit hard when the CEO made some unclear comments about their business at conference. There are still a number of uncertainties about how well the business will perform in the coming years. NRW Holdings – NWH.ASX – Cyclical play. The macro...

Stories

May 6, 2021

Quiet Contrarian. Ep 15: Trades for April 2021

Back to a more normal state of affairs. Buys Regis Resources – RRL.ASX – They’re doing a capital raise for the purchase of 30% of the Tropicana Open Pit mine from IGO. Consensus on the acquisition has been mixed: Bulls say there’s upside as more gold will be found. Bears say they overpaid for the gold that’s there. Over the mid...

Stories

April 13, 2021

Quiet Contrarian. Ep 14: Trades for March 2021

Have continued with my experimentation period carrying on from last month. Twitter has already fallen away, and I barely use it but I have been loving Strawman.com. The community is great and I’m finding the discussions around investing to be invaluable. I’m currently still doing a bit of experimentation, but I can feel myself trending towards quality and consolidation. Buys...

Stories

March 1, 2021

Quiet Contrarian. Ep 13: Trades for February 2021

This has been an interesting few months. In the wake of GME/ rise of the retail investor/WSB universe, I’ve started to explore options of getting investment information that is less directly from the sources. Primarily tapping into the Australian investment community that’s active on Twitter and Strawman. As a result, I’ve probably been experimenting in a space that’s different from...

Stories

February 3, 2021

Quiet Contrarian. Ep 12: Trades for January 2021

Buys Magellan Finances – MFG.ASX – They are a funds-under-management-style business, managing a series of funds and portfolios. They have had a price dip lately based on slower growth in their FUM and performance of their funds. Management is stellar, and they new products coming to the market that may hopefully takeover, and increase their growth trajectory. There is some...

Stories

February 3, 2021

Magellan Financial – MFG:ASX

From their website: Magellan was formed in 2006 to generate attractive returns for clients by investing in global equities and global listed infrastructure while protecting their capital. Founded by Hamish Douglass and Chris Mackay. Hamish is still an executive in the company, filling the role of Chairman and CIO. They are a funds-under-management-style business, managing a series of funds and...

Ideas

January 21, 2021

The Amateur Investor Ep. 19: Qualitative Valuations

Up front, I’d like to apologise if this seems helpful at first, then wholly unhelpful. At least that’s what it felt like to me when I sat down over Discord with a friend of mine from the coast who offered to talk me through the Gordian knot that is stock valuation. After much back and forth, I finally managed to...

Ideas