JNO – Mockingbird Investment

November 2, 2023

Quiet Contrarian. Ep49: Trades for October 2023

Been a busy month. Starting to see some value reappearing in the market, and have been interested in some of the healthcare rout that seems to be ongoing. Buys Reckon Ltd – RKN.ASX – High quality company, lots of muddy waters due to the recent sale of their accounting division, a major part of their business, but despite all this, the...

Stories

July 10, 2023

Quiet Contrarian. Ep 45: FY23 Reflection

Overall update – Story of the year FY23 was looking like a pretty similar tale of two halves, to FY22. Though this time I timed it a bit better. Taking out profit at market peaks near December, though I’m not sure it was quite as successful as last year, as the second half was still nett positive, definitely won a...

Ideas

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

Tag: JNO

Quiet Contrarian. Ep49: Trades for October 2023

Quiet Contrarian. Ep 45: FY23 Reflection

Quiet Contrarian. Ep 16: Trades for May 2021