Why High Conviction Is So Important: And 5 High Conviction ASX Stocks (For Me)
The best kind of investment is a great business compounding for years, that you have the conviction to hold, in size, long term. How do we build conviction?
Education Advanced
Coffee Can Number 2: The $25 million Sequel
I have done this analysis because I know the background to the story intimately, it’s a little bit cathartic, and it helps me do better in the future.
A Diverse Reading List From Some Of My Favourite Investors
I asked a dozen of my favourite investors for a book suggestion, and the variety in the responses proves there are plenty of polymaths among us.
For Want Of A Coffee Can, We Left $7million On The Table
Andrew Brown examines what could have been, if a $1.1m portfolio had gone into a coffee can instead of to market…
A Retail Investor’s Strategy For Discounted Capital Raises
A company’s weakness can be your opportunity…
The Great Decoupling
The conditions on the ground are getting tougher, but markets are rallying…
Update: COVID-19 Charts For Australia, USA, Italy And Worldwide (ex-China)
The growing COVID-19 outbreak in the USA looks very worrying, while Australia’s is just kicking off…
Fear Paralysis
Fear paralysis is a form of panic, and if you don’t acknowledge that you can’t think clearly…
A Framework For Sorting Stock Opportunities In A Pandemic
There are going to be lots of undervalued stocks as the market enters panic mode… but what to prioritise?
The Fundie Who Saw The Coronavirus Coming (And Positioned Accordingly)
Rob Shears didn’t just take the trouble to understand the world was heading into recession. He acted.
Number of New Coronavirus Cases Confirmed Each Day In USA, Australia, Italy and World Outside China
First of all, the global pandemic shows no signs of abating. The USA has begun testing in earnest, and is clearly in real trouble. Italy saw a single down day on the WHO data, but world of meters has them up again tomorrow. Best case scenario is they are currently stable at 3,500 per day, … Continued
Diary Of A Market Man During The Coronavirus Crisis
Diaries are at their most valuable when they choronicle interesting times…
You Can’t Fix A Health Crisis With A Rate Cut (or Exit, Stage Left)
Central banks and governments are doing everything they can but ultimately markets will track the outcome of the pandemic…
More Important Than Money: Social Distancing
Slow the spread. Flatten the curve. Stay healthy. Get through coronavirus totogether.
The Epidemic In America is Tracking Worse Than Italy
The USA has been very slow to act…
Expensive Australian Tech Darlings Hit as COVID-19 Fears Take Hold
When compared to the US market, it seems that ASX-listed software stocks generally trade at a premium
The Long Term View
Is a global pandemic really less serious than Greece not paying its bills?
Charts Of New Coronavirus Cases Each Day Outside China, In the USA and In Australia
The rapid growth in coronavirus cases outside China suggests we are heading into a pandemic…
Why I Drastically Increased Cash Holdings Because Of The Coronavirus
When the facts change, I change my mind…
Why The Market Should Start Pricing A Coronavirus Pandemic Soon
Bad news for everyone…