BHS – Mockingbird Investment

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

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...

Ideas

September 2, 2020

CSL Limited – CSL:ASX – EOFY20 Update

Diversified biotech company, one of the major successes and perennial market darlings of the ASX. MBI analysed them over a year ago (May 19). Here’s a brief summary of our previous thoughts: They have three segments; Behring – Diversified Biotech, Plasma – Largest collector of human blood in the world, Seqirus – Second largest provider of influenza vaccines in the...

Ideas

August 27, 2020

Tassal Group – TGR:ASX – EOFY20 Update

Australia’s largest vertically integrated salmon grower and seafood processor. Here are some MBI thoughts from May 2019: They need to expand outside of Tas to keep growing. Weak AUD was a tailwind. Salmon market growing nicely. Expanding into prawn production. Have a solid message of best practice and sustainability. Though they also had a breach that removed ASX certification for...

Ideas

July 14, 2020

BHS: Class Ltd – CL1:ASX

Interesting company, think XRO, but primarily targeting the SMSF industry, focussed on accountant and SMSF fund manager clients. From their site: Our mission is to deliver innovative administration solutions that automate manual workloads, driving high levels of processing efficiency and scalability and supporting accountants and their clients with delivering digital SMSFs. They seem to be doing this well, with consistent...

Ideas

June 30, 2020

BHS: Vista Group International – VGL:ASX

They provide a suite of software for cinemas and studios, mainly focussed on the latter end of the chain. From distribution to the moviegoer. From their site: Additional to Cinema Management software provided by Vista Cinema, the offers of the Vista Group of companies cover moviegoer data analytics, business intelligence solutions, box office reporting software, creative and marketing services to...

Ideas

May 25, 2020

Mocker Monday. 25 May.

Long term debt cycle Nucleus investments has posted a great summary of the Australian position within the long term debt cycle (described by Ray Dalio and shared by Mockingbird on May 12), and what to look for in terms of good and bad policy responses in this space. Well worth your time to watch the whole thing. Debt Deleveraging: is...

Ideas

Tag: BHS

Magellan Financial – MFG:ASX

Compumedics – CMP:ASX

CSL Limited – CSL:ASX – EOFY20 Update

Tassal Group – TGR:ASX – EOFY20 Update

BHS: Class Ltd – CL1:ASX

BHS: Vista Group International – VGL:ASX

Mocker Monday. 25 May.