Episode 9: Integrated Research, Xref and Mailbag

Shares have more than doubled over the past year, but has the market gotten carried away?

…or are we already there?

A business is best thought of as a machine; one that takes various inputs (capital, commodities, people) and converts them into outputs (products/services). If you are interested in a company’s potential for growth, it helps to understand exactly how those inputs are converted to outputs. Furthermore, you need a sense of how demand for those outputs will change over time, […]

PayPal and Palantir co-founder Peter Thiel has some interesting takes, not all of which you may agree with. But he said something back in 2015 which was bang on: “I’m always sceptical of sectors and trends. People always ask me what some trends are that I see happening in the future, and I have never liked the question because I’m […]

Of the many challenges that investing brings, the emotional ones are arguably the hardest. There’s little value in being the smartest person in the room if you can’t muster the necessary discipline and temperament to face the chaos of the market. One of the more prickly behavioural challenges we face is the inertia of our beliefs. We tend to be […]

After steadily climbing the Strawman company rankings, New York based LiveTiles (ASX:LVT) has just qualified for entry into the Strawman index. If history is any guide, that’s a very bullish signal… Comprised of the most popular recommendations from our community of investors, the Strawman Index has delivered market beating returns since inception: What does LiveTiles do? LiveTiles is a software […]

Fears over the impact of the worsening coronavirus outbreak continue to drive global markets sharply lower. And, potentially, things could get a lot worse from here. For the long term investor, it’s easy to deride such moves as mere ‘speed-bumps’ along an otherwise sure and prosperous road. Insert a Buffett quote, add a long term chart of market growth and […]

Better tactics for better returns