Ideas – Page 4 – Mockingbird Investment

September 8, 2020

Compumedics – CMP:ASX

These guys make medical tech for sleep diagnostics. Here’s a summary from our previous look at them (June 19): Organic growth driven by reasonable returns. They’ve been around for quite some time, and always seem to be on the cusp of greatness, but never seem to make it. It looks like they’re trying to pivot from a premium pricing model...

Ideas

September 7, 2020

Mocker Monday. 7 September.

Economy What will the world look like in 2025 (Andrew Clifford – Platinum Asset Management) Markets The Crash Of 2020: Into The End Game (Forbes) Market outlook Q&A – disconnect to real economy, growth v value, vaccines, property, gold, inflation, and other issues (Shane Oliver – AMP Capital) First Robinhood, Now Masa the Nasdaq Whale (Bloomberg) Investor behaviour How COVID-19...

Ideas

September 4, 2020

Stock Quickie – ICS:ASX

How did we get here? Showed up on SWSt filter. What do they do? They provide medical billing and collection services for the medical industry. Despite being an Australian company, they primarily operate in the UK under the MDC brand. Weighing machine RoE of between 8-20% that seem to be quite vulnerable to being hit by changes in costs/environment/regulation, etc...

Ideas

September 2, 2020

CSL Limited – CSL:ASX – EOFY20 Update

Diversified biotech company, one of the major successes and perennial market darlings of the ASX. MBI analysed them over a year ago (May 19). Here’s a brief summary of our previous thoughts: They have three segments; Behring – Diversified Biotech, Plasma – Largest collector of human blood in the world, Seqirus – Second largest provider of influenza vaccines in the...

Ideas

August 31, 2020

Mocker Monday. 31 August.

Renewables Ignore solar pricing at your investing peril (Damien Klassen – Livewire Markets)

Ideas

August 27, 2020

Tassal Group – TGR:ASX – EOFY20 Update

Australia’s largest vertically integrated salmon grower and seafood processor. Here are some MBI thoughts from May 2019: They need to expand outside of Tas to keep growing. Weak AUD was a tailwind. Salmon market growing nicely. Expanding into prawn production. Have a solid message of best practice and sustainability. Though they also had a breach that removed ASX certification for...

Ideas

August 24, 2020

Mocker Monday. 24 August.

Stock Market FNArena Reporting Season Monitor: August 2020 (FNArena)

Ideas

August 17, 2020

Mocker Monday. 17 August.

Stock market Not much to report as the Mockers are all monitoring their holdings through reporting season. Hope yours beat expectations! ‘A lot are going to suck’: Investors are bracing themselves for an ugly reporting season (Business Insider Australia) Housing Three reasons why the coronavirus crisis might fix Australia’s housing affordability crisis (Shane Oliver – AMP Capital) The Twilight Zone:...

Ideas

Category: Ideas

Compumedics – CMP:ASX

Mocker Monday. 7 September.

Stock Quickie – ICS:ASX

CSL Limited – CSL:ASX – EOFY20 Update

Mocker Monday. 31 August.

Tassal Group – TGR:ASX – EOFY20 Update

Mocker Monday. 24 August.

Mocker Monday. 17 August.