Wednesday, June 24, 2015

Notifications for London Stocks

The FTSE 100, the index of large caps in London, still sits below its 1999 high! I myself have had some luck finding some value on the London Stock Exchange, though mostly with smaller names. To track the filings of these stocks, I have now made notifications available on conferencecalltranscripts.org for stocks on the LSE.

Monday, June 22, 2015

When To Rob A Bank

Long-time readers will know that I'm a big fan of the Freakonomics franchise, having reviewed many of their previous books on this site. While none of the subsequent books has been as good as the first (which I highly recommend), they are all still very good.

Tuesday, June 16, 2015

Making of the Modern World

If you enjoy drowning in a sea of numbers, Making of the Modern World is for you. This Bill-Gates-recommended book is about all the different materials we use and have used, with emphasis on changing trends and directions.

Friday, June 12, 2015

Notifications For Australian Stocks

The Australian market index still hasn't surpassed its 2007 high. Thanks to a recent bust in commodity prices, there is value to be found in Australia. Recently, I profiled one of my favourite stocks in Australia at the moment, Logicamms.

But how is one to keep up with the latest news from companies on different exchanges around the world? I solved the problem for myself and decided to share it: at conferencecalltranscripts.org, you can now add Australian companies to your portfolio, and get notified when one of these companies has a new filing.

Wednesday, June 3, 2015

Think Twice: Harnessing the Power of Counterintuition

I'm a fan of Michael Mauboussin's work, and so it's no surprise that I enjoyed his book Think Twice. The book is basically a summary of a lot of the cutting edge research into our decision-making biases and how we can improve on them.

Tuesday, June 2, 2015

Logicamms

Logicamms (LCM) is a small-cap operating in the hated mining sector. Excluding its strong net-cash balance of $20 million, it has a P/E of less than 5, as its share price has fallen 60% from its 2013 high!

Friday, May 29, 2015

The Adventures of Sherlock Holmes

Before Captain Obvious became a thing, it was customary for the impatient to criticize those who point out the self-evident with a good old fashioned "No shit, Sherlock!" But who is this Sherlock who has transcended the centuries while 99% of what gets written (including the contents of this blog) has an expiry date that would make the dairy industry blush?