CL1 – Mockingbird Investment

July 15, 2022

Quiet Contrarian. Ep 32: FY22 Reflection

Overall update – Story of the year FY22 was definitely a tale of two halves, after having another bumper first half, I ended the year roughly where I started. I noted a number of times through the year that the market was at all time highs, and as it turns out, those were the times I should have taken profit....

Ideas

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,...

Stories

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

Tag: CL1

Quiet Contrarian. Ep 32: FY22 Reflection

Quiet Contrarian. Ep 22: Trades for October 2021.

BHS: Class Ltd – CL1:ASX