Mockingbird Investment – Page 10 – Better returns through sharing ideas

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

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