Category: Guest Contributors

According to the ruling narrative, the current bull market for global equities started in March 2009, is thus almost eleven years old and it looks like it might come to an end in similar fashion as the previous bull market that started in 2003 and finished with a spectacular fall of -50% (or more) between late 2007 and early March […]

Infection control company Nanosonics (ASX: NAN) today released its first half results for the 2020 Financial Year. Nanosonics sells the Trophon EPR device for disinfecting ultrasound probes, as well as the consumable capsules required for each disinfection cycle. This can be thought of as a razor + blade business model. The bad news was that profit before tax was down […]

Better process = better returns

There’s big potential, but also a hefty price tag…

One of the hardest tests investors face is knowing what to do when they’re significantly down – or up for that matter – on a new investment. The impulse to act on instinct to any sudden piece of news, whether clear signal or noise, is something widely acknowledged by psychologists as ‘System 1’ thinking.   System 1 served our ancestors […]

Is ‘edge’ computing the next big thing?

Great writers like Charles Dickens have explored the true meaning of Christmas.  I will leave that to them. For my part I always seem to find a way to make Christmas at least a little about myself.  And so it was last December when I allowed an eleventh hour Christmas shopping trip to be hijacked at a JB Hifi, as […]

Over the past 22 years, the shares of Monster Beverage (NASDAQ:MNST) — best known for its large cans of Monster brand energy drinks — increased in value by a mind-numbing 2,300-fold. That is almost too big of a number to wrap our heads around, so let’s put it like this: for every $10,000 invested in 1997, a shareholder that held […]

The case for a successful turnaround

Is now the time to buy?