Mockingbird Investment – Page 10 – Better returns through sharing ideas

September 1, 2020

Quiet Contrarian. Ep 8: Trades for August 20

The main theme for the month is a few sales ahead of announcements to take profits on things I felt were overbaked. DTL and APX have been stellar performers of late, and were both looking a bit overpriced, so I sold down portions of my holdings. The American economy is looking even more overbaked with TMCGDP going over 180%. My...

Stories

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 26, 2020

The Amateur Investor Ep. 17: The numbers so far

We were about 300ish meters above sea-level, the view wasn’t too bad. Just under four hours ago, my girlfriend and I rolled out of bed, packed and drove the hour and a bit to the base of Mount Tibrogargan to commence the ascent. Her brother and his girlfriend had wanted to tackle the mountain for some unknown reason, and we...

Stories

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

August 14, 2020

Stock Quickie – MSB:ASX

Mesoblast – MSB:ASX How did we get here? Was mentioned on Buy Hold Sell: 5 of the best performing growth stocks (Livewire Markets – Youtube) and I thought I’d take my own look. What do they do? The world’s biggest pure play stem cell developer. Makes off the shelf stem-cell products for different uses. Currently have a number of products...

Ideas

August 12, 2020

Stock Quickie – MP1:ASX

Megaport – MP1:ASX How did we get here? Was mentioned on Buy Hold Sell: 5 of the best performing growth stocks (Livewire Markets – Youtube) and I thought I’d take my own look. What do they do? They service the business market, providing network as a service. Allows for companies to be as flexible as they need through a dynamic...

Ideas