blog – Page 2 – Mockingbird Investment

July 3, 2020

The Amateur Investor Ep.11: Small Picture, Big Picture

After writing the last issue, I decided to reward myself by going out to my local climbing gym for a socially distanced climb. It was a good session, my strength was largely there but the skin wasn’t keeping up. Afterwards I opted to go for a walk around a nearby soccer oval whilst stretching and listening to a podcast. My...

Ideas

June 25, 2020

The Amateur Investor Ep.10: No Crystal Balls Here

In June of 2018, as part of some misguided attempt to see how far I could push myself, and inspired by Jimmy Chin and Conrad Anker’s first ascent of Meru Peak, I signed myself up to an alpine mountaineering course. Hosted in New Zealand’s South Island, on Mt Cook, the course featured 5 days of avalanche training, snow craft, and...

Ideas

June 25, 2020

Quiet Contrarian. Ep 5: Lessons from Winners

This was a harder blog post to write, turns out, when you’re right you don’t really learn much. It doesn’t matter if your decision making was good or bad, the win covers all that up and your confirmation bias gets stronger. With respect to that I will try to reflect on some of my wins, and fully describe what I...

Stories

June 18, 2020

Quiet Contrarian. Ep4: Lessons from Losses

Continuing on my review of past performance, I wanted to revisit a few of my winners and losers, and the key lessons I learned from them. This week I’ll start with my losses. Sunbridge Group Limited (SBB:ASX) – Sunbridge was a clothing retailer from China. By the books they were incredibly undervalued (from memory, I had their valuation at about...

Stories

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!

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...

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...

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,...

Ideas

Tag: blog

The Amateur Investor Ep.11: Small Picture, Big Picture

The Amateur Investor Ep.10: No Crystal Balls Here

Quiet Contrarian. Ep 5: Lessons from Winners

Quiet Contrarian. Ep4: Lessons from Losses

The Amateur Investor Ep. 9: Doing the Maths – PE ratios

The Amateur Investor Ep. 8: Telescope

Quiet Contrarian. Ep 3: How have I done? Part 2: The USA.

The Amateur Investor Ep.7: Wild Times