Mockingbird Investment – Page 8 – Better returns through sharing ideas

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...

Stories

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...

Stories

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...

Stories

February 3, 2021

Magellan Financial – MFG:ASX

From their website: Magellan was formed in 2006 to generate attractive returns for clients by investing in global equities and global listed infrastructure while protecting their capital. Founded by Hamish Douglass and Chris Mackay. Hamish is still an executive in the company, filling the role of Chairman and CIO. They are a funds-under-management-style business, managing a series of funds and...

Ideas

January 21, 2021

The Amateur Investor Ep. 19: Qualitative Valuations

Up front, I’d like to apologise if this seems helpful at first, then wholly unhelpful. At least that’s what it felt like to me when I sat down over Discord with a friend of mine from the coast who offered to talk me through the Gordian knot that is stock valuation. After much back and forth, I finally managed to...

Ideas

January 11, 2021

Quiet Contrarian. Ep 12: Half Year Portfolio Update 2020

Portfolio Performance Portfolio has done well again, managing to outperform my benchmarks by ~9% depending on which one you want to look at. Here’s a bit of background on the Benchmarks I’ve been using: VAS – Vanguard Australian Shares ETF – Tracks the S&P/ASX 300 Index – Best for comparison to the Australian market VOO – Vanguard S&P 500 –...

Stories

December 1, 2020

Quiet Contrarian. Ep 11: Trades for November 2020

After a couple of quiet months, there was quite a bit more action this month. Bit of a roller coaster, with the US elections and the Vaccine news causing a market rotation. Largely took this opportunity to clear out some mistakes, though did jump on one opportunity. Buys Regis Resources – RRL:ASX – A very safely run gold miner. My...

Stories

November 23, 2020

Mocker Monday. 23 November.

Markets China makes first step towards taking control of world copper market (Smallcaps) The next 10 bagger won’t be cheap (Livewire Markets) Why did the ASX melt down on Monday and can I get compensation? (ABC News) Vaccine brings FOMO (fear of multiples overstretched) (Livewire Markets) The Idea Multiplier The Idea Multiplier: An acceleration in innovation is coming (Vanguard Institutional)...

Ideas