Forum Topics How do you stay informed on the companies you invest in?
UncleWally
Added 5 months ago

This an interesting question because we all gather our information from differing sources.

I started my investing journey with The Motley Fool and I still maintain a subscription with Share Advisor.

I don't buy every recommendation but if they recommend a company I own or a company on my watchlist or that I follow then that may reinforce my view or keep me better informed.

I was very fortunate to have been a long time subscriber to MF PRO during Joe Magyer & Matt Joass' leadership and I am still enjoying the benefits of some of their best stock picks so it's no wonder I continued to follow Matt and Joe until Joe's departure from Lakehouse

I have invested some funds with Matt Joass via his MAVEN FUNDS Management. His reseach papers, updates and reports are 1st Class. He is a very savvy investor.

Until recently I had invested some funds with Lakehouse Global fund which I have redeemed for personal reasons and not dissatisfaction of any sort. Lakehouse produce monthly letters for their Global Fund and their Small Companies Fund and the occasional Webinar that provides great insights into their holdings, their thoughts and insights. Available via their website.

At this point I might say I have shamelessly riden on the shoulders of giants over the years and invested in some of Joe and Matts best picks that have indeed been life changing. A couple of wicked stock pickers there. Unfortunately Joe has left out shores and moved back to the States which was a great loss to the investment community.

I also follow a few commentators on AusBiz that I regard highly, namely Gaurav Sodhi, Micheal Wayne and our very own Wini Winchester. I seem to relate to their investment phylosophy and hence follow similar companies. Once upon a time @Strawman used to feature on Ausbiz but alas no more.

Increasingly, I find myself following many of the wonderful investors right here on Strawman. I have been with Strawman from day one and I can't think of a better vehicle to share and learn new ideas from some of the best investors going. If ever I log onto my Nabtrade A/C and see something that stands out, for sure someone on Strawman has posted some commentary.

Strawman is a wonderful innovation, worth its weight in gold. You should be very proud of the community you have established here @Strawman.

I listen to Baby Giants podcast, Motley Fool money and Intelligent Investor's podcast- Stocktake.

I am also an avid reader of all things, Ian Cassel and Morgan Housel.

For better or worse, I have a Nabtrade A/C and although their reliability leaves a bit to be desired I get all my notifications via them though I do go through the ASX website from time to time.

Once upon a time I read everything I could get my hands on, but it was information overload. These days, I have settled on the above sources because I relate to them and that's all I need thus I can tune out to all the other noise.

The older I get the simpler I want it so the KISS method suites me fine

Happy Investing Strawpeople..

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mikebrisy
Added 6 months ago

@McLovin I start with my CommSec Account, where I do the following:

  • Current holdings have an email alert and app alert for "Price Sensitive" announcements
  • Some holidngs have price alerts, when I am looking to accumulate on price weakness
  • I do the same for about 5-10 (it varies over time) of the 30-40 companies on my watch list


Beyond that I try to read quite widely around each company:

  • Annual reports and other announcements
  • Selected broker reports and broker summaries
  • Information by competitors (investor presentations)
  • ad hoc press cutting searches via Factiva.com
  • Wider research on the industries /sectors I am invested in
  • For healthcare stocks (31% of my RL ASX portfolio) I occasionally read relevant peer-reviewed journal articles
  • I use marketscreener.com (paid) and tradingview.com (free) for summary financials and evolution of broker price targets
  • Occasionally, I run a SimplyWall Street.com company report (free service) it I want a quick company overview. It keeps getting better.


But increasingly, I go back over reports by StrawPeople. These reports are often very good. Also, I'll often follow readings reacommended by StrawPeople.

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