SVL – Mockingbird Investment

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...

March 1, 2021

Quiet Contrarian. Ep 13: Trades for February 2021

This has been an interesting few months. In the wake of GME/ rise of the retail investor/WSB universe, I’ve started to explore options of getting investment information that is less directly from the sources. Primarily tapping into the Australian investment community that’s active on Twitter and Strawman. As a result, I’ve probably been experimenting in a space that’s different from...

Tag: SVL

Quiet Contrarian. Ep 16: Trades for May 2021

Quiet Contrarian. Ep 13: Trades for February 2021