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Education Advanced
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Let Your Flowers Grow
In a quiet neighborhood, there were two neighbors: Mr Indigo and Mrs Bloom. Mr Indigo opted for a perfectly average garden —tidy hedges, a lawn, and some basic flower beds. He believed in simplicity and low maintenance. Mrs Bloom, whose beauty was matched by her ambition, dreamed of creating a beautiful, vibrant garden for her … Continued
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My 5 Rules For Selecting An ASX Small Cap Managed Fund
Charlie Munger’s argument that “Incentives really matter” is worth remembering when selecting a fund manager for your family.
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The Pensive Gardener
Sorry, you’re not authorised to access this page Hi there, you’re seeing this page because you don’t have a membership OR your account has expired. But I have an account! If you have just logged in to your account and you’re seeing this message, please follow the steps below: 1. Press the … Continued
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Why I’m Still Cautious Due To Inflation
There are definitely better opportunities in small-caps after the last 18 months, but I’m still leaning cautious due to inflation.
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FY 2023 Investing Performance Review
I failed to appropriately capitalise on some of the best opportunities I identified.
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ESG Investing: For and Against
ESG investing aims to lower the cost of capital for companies that are good for external stakeholders. But ESG Investing has serious flaws.
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On Investing In The IT Consulting Sector
IT consulting companies can have very cyclical earnings, but bit long term digitisation trends can drive rare success stories.
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H1 FY 2022 Portfolio Performance Review (And Plans For The Next 6 Months)
A flat half that suffered from my lack of exposure to mining.
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My Biggest Investing Mistake of 2022
I made a very bad investing mistake in 2022. By beating myself up for it, I hope not to lose the lesson.
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Claude Walker And Owen Raszkiewicz Chat About RPMGlobal (ASX: RUL) and Altium (ASX: ALU)
Owen and Claude talk about picking a market bottom, as well as RPM Global (ASX: RUL) and Altium (ASX: ALU).
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My Top 6 Fluffy Dog Stocks With Target Buy Prices
When fear reigns it is hard to force yourself to buy growth stocks, but these are the half dozen I have most faith in (at the right price).
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Has Forager Funds Management Changed Investment Style?
At the moment, Forager Fund Management’s ASX Fund has a higher weighting to tech stocks than in times gone by.
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FY 2022 Portfolio Performance Review
My biggest errors were in not selling quickly once the situation with management changed. My biggest successes were selling based on valuation.
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How Warren Buffett Says To Invest During High Inflation
Warren Buffett liked to invest in businesses with these two key features, during the high inflation of the 1970s and 1980s.
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Vale Brazier Equity Pty Ltd
My investment in Brazier Equity was very successful. I mourn the fact it is wound up.
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Inflation, Omicron And The End Of 2021
As we see out the end of 2021, all signs point to a bumpy start to 2022. Here’s how I’m thinking about inflation, Omicron, and the end of 2021.
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Australian Finance Podcast: Claude Walker Talks Ethical Investing With Kate Campbell and Owen Raszkiewicz
Kate Campbell, Owen Raszkiewicz and Claude Walker discuss the ins-and-outs of ethical investing and greenwashing.
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Why Is Short Selling Bad, But Stock Promoting Good?
Why is it ok for a tip sheet to pop the IkeGPS (ASX:IKE) share price by 10%, but not ok for a short-seller to cause a share price to drop?