SHJ – Mockingbird Investment

November 8, 2022

Quiet Contrarian. Ep36: Trades for October 2022

Buys Bellevue Gold Ltd – BGL.ASX – I do believe gold will come back (which speaks to how much the Mockingbirds have influenced me, because 2 years ago I wouldn’t have touched gold with a ten ft pole), though I haven’t done well with it for a while. Missed the last cycle for poor reasons, and have been stuck with NST...

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

September 1, 2020

Quiet Contrarian. Ep 8: Trades for August 20

The main theme for the month is a few sales ahead of announcements to take profits on things I felt were overbaked. DTL and APX have been stellar performers of late, and were both looking a bit overpriced, so I sold down portions of my holdings. The American economy is looking even more overbaked with TMCGDP going over 180%. My...

Stories

August 5, 2020

Stock Quickie – SHJ:ASX

How did we get here? I was looking for functional businesses (positive RoE) trading under book value. They showed up on the search and I thought I’d look into them more. What do they do? They used to “Shine a light on injustice and make the world a better place one client at a time” (their vision statement c.2014), now...

Ideas

Tag: SHJ

Quiet Contrarian. Ep36: Trades for October 2022

Quiet Contrarian. Ep 14: Trades for March 2021

Quiet Contrarian. Ep 8: Trades for August 20

Stock Quickie – SHJ:ASX