[7 Mar 2016 | No Comment ]
Is your mobile phone glued to your hand?

Never invest in any idea you can’t illustrate with a crayon.

Read the full story »

Behavioural Finance, Investing Insights, Probability »

[8 Sep 2016 | No Comment | ]
Investing Myths and Disjunction Fallacy

Why is almost everyone hell bent on convincing you that deepening losses require exponentially higher returns to offset?

Analysis »

[6 Mar 2016 | No Comment | ]
Dismantle your binary thinking

Most of us are programmed from birth to think in binary terms.

Right and wrong, good vs evil, heaven and hell, cops and robbers, snake and ladders, to name but a few.

Analysis »

[19 Feb 2016 | 2 Comments | ]
How to tell if management will reward shareholders

The extravagance of any corporate office is directly proportional to management’s reluctance to reward the shareholders. Peter Lynch

Director’s and management’s salary packages are inversely proportional to their willingness to reward shareholders.

Analysis »

[29 Jan 2016 | One Comment | ]
How low can WorleyParsons go?

WorleyParsons has fallen 94 percent from its all time high. Has this falling knife finally bottomed?

Fund Performance, Philosophy »

[4 Nov 2015 | No Comment | ]
Are you concentrating hard enough?

Is your share portfolio concentrated or diversified? Check our concentrated portfolio out.

Analysis, Beginners, Education, Featured, Intermediate »

[10 Aug 2015 | No Comment | ]
3 Ways a Stock Should Pay You

Many people incorrectly think there is magic to stock gains and losses because they consider only price. Rather, what matters is whether the business creates what’s called shareholder value. If it does, the stock price will eventually follow. Very simple.

Analysis »

[2 Apr 2015 | No Comment | ]
Rene sure knows his acquisition sauce

The acquisition of Telecom New Zealand International voice business is another excellent bolt on for My Net Fone. The TNZI network that MNF are buying from Spark New Zealand Limited (SPK.AX) expands its reach.

Analysis »

[6 Jan 2015 | No Comment | ]
Fusion Fund December Performance

With another year down it’s now only 4 billion years until the sun swallows the earth. Better hurry up and do all the things you’ve been wanting to!

Fund Performance »

[9 Dec 2014 | No Comment | ]
Fusion Fund performance

Down less, up more.

Fund Performance »

[24 Nov 2014 | No Comment | ]
Fusion Fund October Performance

Fund management marketing wizards would give a right arm for these 25 percent returns across multiple time-frames.