πŸ“‰ Is this the start of the great rotation after Market Crash fears?

πŸ’₯ Market Crash Monday…is this a temporary pullback? It’s been quite a chaotic August after the recent minor market crash. Investors are in for a rollercoaster ride. Global markets are still unstable after a significant sell-off on Monday, which also affected the cryptocurrency markets, with Bitcoin dropping by 16.50% and Ethereum by 24.19% at one… Continue reading

πŸ’ˆHow a simple haircut led me to explore more Investment Strategies.

It’s amazing how much time is spent arguing about which investment strategies or styles are better in the investing universe. Like many of you, I’ve heard the long debates about value investing being better than growth, or small-caps being higher risk and therefore not better than large caps. Even long-only strategies are considered the only… Continue reading

πŸ’‘ ASX:BRI | A Deep Value small-cap business playing to a growing trend.

Big River Industries Limited (ASX:BRI) and its subsidiaries are involved in the manufacture, distribution, and retail of timber products and building supplies in Australia and New Zealand. It is a small-cap deep value stock with the potential to benefit from the growing construction industry in Australia and as a result an increase in the multiple.

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Can the Uranium Bull run continue to reach new highs?

πŸ’Ή A quick look at the Uranium Bull Run and my two cents… The Uranium Bull Run continues… The Uranium Bull Run has seen prices significantly grow over the past year, reaching new highs in 2024. This surge has been driven by renewed interest in nuclear power as a solution to the world’s increasing energy… Continue reading

What is the impact of Action Bias and why more activity does not bring better results?

What is Action Bias? One of the most detrimental biases that can hinder investment returns is the tendency to act for the sake of acting. I have personally experienced the effects of action bias in my business, investing, and personal life. To illustrate the concept of taking action when it is unwarranted, I will share… Continue reading

To be a successful investor you need to have the discipline of showing up and casting more lines.

Half the battle is just showing up… Sounds like a motivational speech… Showing up will lead to success. Just turn up at the office or the gym, and the rest will fall into place. Well, not necessarily – there is still work to be done, but showing up is the first step. πŸͺ Investors need… Continue reading

Why is the Bounce-Back Rate one of the most helpful ideas to apply to investing?

My introduction to the bounce-back rate. In my 20s, I launched, expanded, and faced failures in multiple companies. Early on, I became intrigued by the concept of “bounce-back rate.” Whether in business meetings or discussions with mentors, the term was frequently used. When a prominent entrepreneur or business figure in the community encountered a setback,… Continue reading

The Business Life Cycle is one of the most helpful ways to look at ideas.

The business life cycle, also known as the business growth cycle, is the progression of a business as it passes through various stages in its operating life. The business growth cycle follows a business from the start-up phase as it crosses the breakeven point and begins to mature, slow, and eventually decline. Understanding these phases… Continue reading