Mockingbird Investment – Page 11 – Better returns through sharing ideas

August 12, 2020

The Amateur Investor Ep. 16: Run it up the flagpole

A big part of starting any venture on your own, is learning to establish your own protocols. Established methodology aside, part of what’s important is knowing how to organise your own systems and the motivations behind those processes. Rock climbing is a pretty good example of this. Before a trip outdoors, I would normally lay out all the essential gear...

Stories

August 10, 2020

Mocker Monday. 10 August.

Economy An investor’s guide to good government stimulus (Damien Klassen – Nucleus Wealth) Stock market Are you brave or are you foolish? (Michelle Lopez – Livewire Markets – Youtube) The single most important concept in markets today (Joe Magyer – Livewire Markets – Youtube) Investing The coffee can approach (Roger Montgomery)

Ideas

August 7, 2020

Stock Quickie – BAP:ASX

Bapcor – BAP:ASX How did we get here? Feel like I’d heard it mentioned by Roger Montgomery a few times, and thought it was worth a look. One opportunity we found during this crisis Bapcor (Dominic Rose – MGIM) */Another car parts company!./* What do they do? Australia’s leading provider of aftermarket parts, accessories, equipment and services for the automobile...

Ideas

August 6, 2020

Quiet Contrarian. Ep 7: Trades for July 20

Buys Advanced Nanotek – ANO:ASX – Producer of Zinc Oxide for cosmetics. Incredibly high quality product, management started a turnaround a few years ago and have been implementing well. They’ve fixed supply issues in recent years, and secured major global distribution deals, which they are attempting to grow. Some solid industry tailwinds as well with a number of sun-screen active...

Stories

August 5, 2020

Stock Quickie – SHJ:ASX

How did we get here? I was looking for functional businesses (positive RoE) trading under book value. They showed up on the search and I thought I’d look into them more. What do they do? They used to “Shine a light on injustice and make the world a better place one client at a time” (their vision statement c.2014), now...

Ideas

August 3, 2020

Mocker Monday. 3 August.

Economy US dollar breaking down, gold and the $A breaking up (Shane Oliver – Livewire Markets) 3 months of hell: US economy drops 32.9% in worst GDP report ever (NPR) Stock Market Tech results: Amazon, Apple, and Facebook earn record profits during pandemic (The Telegraph) Revenue comparison of Apple, Google, Alphabet, and Microsoft (Statista) Hyper growth for local telehealth start-up...

Ideas

July 31, 2020

Stock Quickie – ANO:ASX

Advance Nanotek Ltd – ANO:ASX How did we get here? Showed up while looking through stock screeners: Australian Solid Balance Sheet and Fundamentals (Simply Wall St). What do they do? They make high grade Zinc Oxide powder for supply to the global healthcare industry. In the last few years, their profit margins have spiked significantly, presumably off the back of...

Ideas

July 30, 2020

The Amateur Investor Ep.15: Righting the Ship

I’d like to jump out front now and apologize for the delay in posting this issue. I had a university project that I was working on and couldn’t hold both an essay on Australia’s bicameralism and stock investing in my head. So I prioritized, which seems to have paid off since I finished off that course with an overall 75%...

Ideas