Ideas – Page 9 – Mockingbird Investment

May 19, 2020

The Amateur Investor Ep. 5: Should I stay or should I go?

So it’s been a little while since I’ve had a look at my stocks, or at any news media in general. Here in Australia, much like elsewhere, the COVID 19 virus has seen a large shift across society. Sneezing or coughing in public brings the kind of looks and mild revulsion similar to when you let off a particularly noxious,...

Ideas

May 18, 2020

Mocker Monday. 18 May.

The ASX Big 4 Banks We’ve been discussing the banks this week, as they’ve all released their Q3 earnings. We found it quite a struggle to come up with a solid consensus, and the uncertainty around them was obvious in our discussions. In summary: things are very uncertain (and really not all that good), but because of that the banks...

Ideas

May 14, 2020

Lesson Learned: Cheap doesn’t always mean good.

Price is what you pay. Value is what you get Warren Buffett Value investing was made incredibly popular in the mid 20th Century by Warren Buffett and his teacher Benjamin Graham. Whilst valuation is still a significant part of every investors tool kit, the days of “cigarette butt investing” have largely passed. Nowadays, the stock market is so heavily analysed,...

Ideas

May 12, 2020

Mocker Monday. May 12

Not much shared by the mockers this week. Debate seems to be raging whether Australia will bounce back quickly or slowly. A Bull case: The Lucky Country – 3 reasons why Australia will emerge better than most (Livewire Markets) A Bear case: Are equities disconnected from the real economy? (Roger Montgomery) Beyond Covid there is broader risk that the global...

Ideas

May 1, 2020

Mocker Monday. May 1.

Macro views The anti-China sentiment, around business and trade, seems to be gaining momentum, fuelled by the coronavirus pandemic. There’s still alot of this to play out, but it seems the reversal of globalisation is looking like a major theme for the next few decades of investing. The Wuhan Coronavirus and Its Impact on China’s Foreign Relations – Part Two...

Ideas

April 30, 2020

COVID-19 Live Data II: The Recalculation

Just another quick summary on some new data sources surrounding the current pandemic. Who’s working on a cure? Everyone. That’s who. Global Coronavirus COVID-19 Clinical Trial Tracker (covid-trials.org) A simple model trying to predict when the virus will end in different countries. Interesting to look at, but even the authors say it’s STRICTLY for educational purposes. Take with (many) grains...

Ideas

April 29, 2020

Lesson Learned: Go slowly

The stock market is a device for transferring money from the impatient to the patient. Warren Buffett No matter your style, commit some time to just playing and learning. Patience is your friend, feel free to let an opportunity pass. Sure, you’ll miss those returns, but don’t lament, there will always be another chance. FOMO is almost never something worth...

Ideas

April 24, 2020

Mocker Monday: Ideas to start your week. Apr 24.

Welcome to the Inaugural Mockingbird News Roundup! Once a week we will publish a summary of some articles which Mockingbird Members found particularly interesting. The Chinese released data on how the lockdown affected the economy. Overall the economy shrunk 6.8% relative to last year, but different sectors fared differently. The biggest winners were sectors involved in the digitization of business. In...

Ideas

Category: Ideas

The Amateur Investor Ep. 5: Should I stay or should I go?

Mocker Monday. 18 May.

Lesson Learned: Cheap doesn’t always mean good.

Mocker Monday. May 12

Mocker Monday. May 1.

COVID-19 Live Data II: The Recalculation

Lesson Learned: Go slowly

Mocker Monday: Ideas to start your week. Apr 24.