Category: Ideas

December 3, 2024

Quiet Contrarian. Ep62: Trades for November 2024

Lots of movement, but none of it was very interesting to me… nothing to report.

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November 4, 2024

Quiet Contrarian. Ep61: Trades for October 2024

Not really much going on this month. Just topping up on existing holdings. Buys Close the Loop Group – CLG.ASX – Just topped up holding. See previous for rationale. Cogstate Ltd – CGS.ASX – Just topped up holding. See previous for rationale. Clinuvel Pharmaceuticals Ltd – CUV.ASX – Just topped up holding. See previous for rationale.

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October 2, 2024

Quiet Contrarian. Ep60: Trades for September 2024

Buys Laserbond Ltd – LBL.ASX – The market has been a bit disenchanted with LBL lately as their profit dropped significantly despite growing revenue. However, some of this was due to a change in the accounting regulations and the statutory profit reported, and so I personally don’t believe it was as bad as it sounds. They are still a high quality...

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September 5, 2024

Quiet Contrarian. Ep59: Trades for August 2024

Buys Acrow Ltd – ACF.ASX – Well run services company, and have been spruiked by Under the Radar, and the FNArena brokers for some time now. The market didn’t like the latest announcement, management has still guided for 20% revenue growth. They seem to have consistent earnings, and it feels like all the infrastructure spend will continue for a while longer....

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August 2, 2024

Quiet Contrarian. Ep58: Trades for July 2024

Buys Vitura Health – VIT.ASX – I was initially skeptical of these guys, referring to them as the “party drug company”. But since then I have started to research, and am seeing building legitimacy in the use of MDMA and Psilocybin as mental health treatments. This may be a long long long hold, and a bit of a punt (derisked by...

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July 22, 2024

Quiet Contrarian. Ep 57: FY24 Reflection

Overall update – Story of the year I have done ok again this year. Not as good as previous, but still good, and still beating the market. FY24 Goals and Positioning Recap This was a year to try and continue the trends from last year. Maintain disciplined behaviour, do more research and process more companies. Portfolio Performance I beat the...

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July 15, 2024

Quiet Contrarian. Ep56: Trades for June 2024

Buys Quiet month, just rounding out the FY slowly. Cogstate Ltd – CGS.ASX – The Eli Lily drug has been having some effect in slowing progression, but hasn’t been as effective as people have hoped. Despite that I am still hopeful for treatments and interest in slowing/stopping Alzheimers. So I topped up a little bit of these guys. Lots of uncertainty,...

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June 3, 2024

Quiet Contrarian. Ep55: Trades for May 2024

Buys Reckon Ltd – RKN.ASX – Xero raised their prices again. Reckon One is the cheapest accounting software in that space. But, it’s very much hated by accountants (though I can’t tell how much of this is legacy from old versions of the software), however, the software gets very good reviews from it’s customers. The company still makes good money and...

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