NST – Mockingbird Investment

February 2, 2024

Quiet Contrarian. Ep52: Trades for January 2024

Buys Clinuvel Pharmaceuticals Ltd – CUV.ASX – They have a drug to treat severe phototoxicity (Scenesse), to my understanding they basically have a monopoly position in the market; and they are looking for new opportunities to increase sales by applying the drug to the treatment of other conditions (e.g. vitiligo). I bought on recent price weakness, which I think will be...

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

July 6, 2021

Quiet Contrarian. Ep 18: FY21 Reflection

Overall update – Story of the year This was a bumper stock market year, with both the US and Australian markets hitting all time highs and posting some record gains (The All Ords was up almost 30% this year!). It’s primarily driven by record low interest rates driving up valuations, and lots of new investors/traders starting their equities journey driving...

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

July 16, 2020

Quiet Contrarian. Ep 6: FY20 Reflection

FOMO, Fear and Feline Fatalities… Well. That was an interesting year. The first half was an incredible rally, I took a lot of profit on the way up, and was happy with myself and my choices. Then… it shifted… somewhere around November. I was sitting on 40% cash, I didn’t want to get out anymore… But the market kept rising!...

Stories

Tag: NST

Quiet Contrarian. Ep52: Trades for January 2024

Quiet Contrarian. Ep 45: FY23 Reflection

Quiet Contrarian. Ep 18: FY21 Reflection

Quiet Contrarian. Ep 14: Trades for March 2021

Quiet Contrarian. Ep 6: FY20 Reflection