Category: Stories

August 3, 2021

Quiet Contrarian. Ep19: Trades for July 2021

Buys Tassal Group – TGR.ASX – Have written about Tassal a few times. I think they’ve got ~10% base growth, with a 5% dividend, and a potential chaser of 2-3% efficiencies. On top of that the salmon price is rebounding, but this hasn’t caught up to the share price yet. Sells Mineral Resources – MIN.ASX – They’ve had a stellar run since...

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July 6, 2021

Quiet Contrarian. Ep 18: FY21 Reflection

Overall update – Story of the year This was a bumper stock market year, with both the US and Australian markets hitting all time highs and posting some record gains (The All Ords was up almost 30% this year!). It’s primarily driven by record low interest rates driving up valuations, and lots of new investors/traders starting their equities journey driving...

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July 2, 2021

Quiet Contrarian. Ep 17: Trades for June 2021

Just one buy this month… Buys Shaver Shop Group – SSG.ASX – Omnichannel retail, growing well into Grooming products primarily focused on Men, but trying to become more attractive to women (this will probably take a while, their stores are not attractive to the ladies from my read). Extremely well managed, though a relatively low margin business (5-8%). They definitely benefitted...

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June 2, 2021

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...

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May 6, 2021

Quiet Contrarian. Ep 15: Trades for April 2021

Back to a more normal state of affairs. Buys Regis Resources – RRL.ASX – They’re doing a capital raise for the purchase of 30% of the Tropicana Open Pit mine from IGO. Consensus on the acquisition has been mixed: Bulls say there’s upside as more gold will be found. Bears say they overpaid for the gold that’s there. Over the mid...

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April 13, 2021

Quiet Contrarian. Ep 14: Trades for March 2021

Have continued with my experimentation period carrying on from last month. Twitter has already fallen away, and I barely use it but I have been loving Strawman.com. The community is great and I’m finding the discussions around investing to be invaluable. I’m currently still doing a bit of experimentation, but I can feel myself trending towards quality and consolidation. Buys...

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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...

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February 3, 2021

Quiet Contrarian. Ep 12: Trades for January 2021

Buys Magellan Finances – MFG.ASX – They are a funds-under-management-style business, managing a series of funds and portfolios. They have had a price dip lately based on slower growth in their FUM and performance of their funds. Management is stellar, and they new products coming to the market that may hopefully takeover, and increase their growth trajectory. There is some...

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