[16 Apr 2014 | 3 Comments ]
It’s OK to be wrong

Beware of investing gurus who extrapolate and can’t admit errors. Embrace those with open minds in search of why they and all of us are wrong.

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Analysis »

[3 Apr 2014 | 3 Comments | ]
Has Maverick Drilling Bottomed?

With Mike Yeager now touring Australia and touting the Maverick story to institutions I may not get an opportunity to add to my position sub $0.30 on tax selling, as was my hope.

Fund Performance »

[2 Apr 2014 | 2 Comments | ]
Fusion Fund finally stumbles

As I said last month Fusion Fund had been enjoying an unparalleled winning streak of seven consecutive up months. Well all goods things come to an end. Our fund dropped 0.4 percent in March, under-performing the ASX200 total return index by 0.7 percent. Compared to the abysmal returns April will deliver, that feels like a win to me!

Commentary »

[28 Mar 2014 | No Comment | ]
Graphene – Expect to meet Mr G soon

Graphene is a 2D material that will form the basis of many revolutionary new materials and products.

Analysis »

[26 Mar 2014 | One Comment | ]
Another perspective on iProperty Group

An alternative view of iProperty Group from a long term holder.

Analysis »

[25 Mar 2014 | 2 Comments | ]
Call home. Reverse Corp executing a turnaround

Unintended consequences of outing Reverse Corp
I  doubt Julian Morrow and Craig Reucassel from The Chaser team ever imagined they’d put a rocket under Reverse Corp‘s (ASX: REF) share price, but in a small way they did. This segment from their new satirical consumer affairs series, The Checkout, inspired me to delve back into the murky waters of  Reverse Corp.

Conversely Michael Porter was probably hoping he would help REF continue rising when he tweeted.
@breakoutshares $REF market cap of only $10mil, has $5mil in bank & should make over $1.5mil in profit. #ASX just …

Philosophy »

[23 Mar 2014 | No Comment | ]

“In a capitalist economy the true job creators are middle class consumers”

Analysis, Better Investor, Commentary, Featured »

[18 Mar 2014 | 9 Comments | ]
Is Anteo Diagnostics the hottest ASX company?

Hot stocks can go up fast, usually out of sight of any of the known landmarks of value, but since there’s nothing but hope and thin air to support them, they fall just as quickly.

Analysis »

[10 Mar 2014 | One Comment | ]
Speaking of shams and possible scams

$TFC on blistering run on back of more financial wizardry. TFS Corp is my dirty little investing secret, shared with few appreciated by none

Education, Featured, Fund Performance »

[10 Mar 2014 | 2 Comments | ]
Volatility is my friend – Fusion Fund February performance

“stay humble – Helen Keller can pick winning stocks in this market – don’t get complacent”.

Analysis, Commentary, Philosophy »

[4 Mar 2014 | 7 Comments | ]
Follow the volume breakout

This tweet by Assad Tannous was a light bulb moment for me. Assad inverted something I knew and feared into an avenue I wish to explore.