Ideas – Page 8 – Mockingbird Investment

June 17, 2020

The Amateur Investor Ep. 9: Doing the Maths – PE ratios

Apologies for the late publish! This one was a bear to do the research on. Enjoy!

Ideas

June 15, 2020

Mocker Monday. 15 June.

2 more weeks to the AU EOFY. Hope everyone has an idea of what their gains and losses are this year. Not much shared by the Mockers this week. Nucleus wealth has released another video about the disconnect between the market and the underlying economy. Some interesting insights into the latest rally, how we seem to have seen a full...

Ideas

June 10, 2020

Lesson Learned: Commit to learning

Do the best you can until you know better. Then when you know better, do better. Maya Angelou One of the joys of investing is that there is always something to learn; from strategies, to business models, from technology to psychology, there’s always something new to wrap your brain around. Even if you stick to your circle of competence, there...

Ideas

June 9, 2020

The Amateur Investor Ep. 8: Telescope

As a teenager, I went to a boarding school in Brisbane, which afforded me a range of experiences, especially during the term breaks, when the boarding house would shut and my father would pick me up to while away the time backpacking up and down the coasts, both Gold and Sunshine. A favourite activity of ours was going to Hervey...

Ideas

June 8, 2020

Mocker Monday. June 8

Advanced manufacturing One of the major themes in the westernised countries is likely to be the return of manufacturing. Outside of Tesla, we’re not entirely sure where to position for this, but we’re currently trying to understand the industry. The role of 3D printing (additive manufacturing) in small batch, craft manufacturing, has the power to make fundamental changes in a...

Ideas

June 2, 2020

The Amateur Investor Ep.7: Wild Times

Since the last issue, things have taken an admittedly insane turn. We’ve seen a number of high profile protests occur in response to systemic racism and police brutality in the United States, with many states declaring curfews and martial law. I have my own thoughts on the whole matter, but being that everyone with a pulse is voicing their opinion,...

Ideas

June 1, 2020

Mocker Monday. June 1

V? Or U? (Or maybe W, L, or K!?) The theme of the week was definitely the post-Corona economic recovery. From the tone of the articles, most of the Mockers are quite bearish on the recovery, with recent market strength being chalked up to some wishful thinking. We’re not sure what the market is showing us marries with the underlying...

Ideas

May 27, 2020

Lesson Learned: Losing hurts

A person who has not made peace with his losses is likely to accept gambles that would be unacceptable to him otherwise. Daniel Kahneman Losing hurts. It really hurts. It hurts about twice as much as gaining the same thing. One of the ways this can manifest in investing is that we hold failures for far longer than we hold...

Ideas

Category: Ideas

The Amateur Investor Ep. 9: Doing the Maths – PE ratios

Mocker Monday. 15 June.

Lesson Learned: Commit to learning

The Amateur Investor Ep. 8: Telescope

Mocker Monday. June 8

The Amateur Investor Ep.7: Wild Times

Mocker Monday. June 1

Lesson Learned: Losing hurts