I'll have a look at Fred Liu in the coming days. Never heard of him but highly interested in understanding the more active style of investing. What's the portfolio at at the moment mate? Damage from the US market much?
Yeah he's a good one to read. Not as insightful as Munger or Sleep but still a good read. His portfolio got pretty smashed recently due to Sea, but before that he was compounding at insane rates. His analysis of Afterpay is really good too, might help add some tools to the toolbox. Same as before mate. Sold Corsair ages ago which I think I mentioned. So still holding the 3. Yeah it's down a bit haha, itd be rough if I wasn't buying a lot more. I've just been ploughing money into the cash pile, and buying little bits on big down days. How about yourself mate?
@@investingiq international index's are doing well purely because Australian dollar is rubbish and I don't hedge, asx shares are down a fair bit. Look to buy some more in the near term. Increasing the cash pile at the moment. Have a mortgage so it's a straight up return of 4.35% as of today. Looking into AFI and its dividend substitution a long with a few smaller stocks like Kogan just to get some more active investor experience.
Let me know who your favourite super investors to clone are below! I'm always looking for new reading material :)
Thanks Rahul. I've heard of Stanley but haven't read his work yet. I've heard he has a great record! Thanks for sharing
Exceptional story telling and amazing content. Thank you.
When you stated return on Capital you meant ROCE, right? Or ROIC?
Thank you kindly! Yes, I do mean ROCE but it can mean whichever one you want :) I'm just lazy and shorten everything lol
I'll have a look at Fred Liu in the coming days. Never heard of him but highly interested in understanding the more active style of investing.
What's the portfolio at at the moment mate? Damage from the US market much?
Yeah he's a good one to read. Not as insightful as Munger or Sleep but still a good read. His portfolio got pretty smashed recently due to Sea, but before that he was compounding at insane rates. His analysis of Afterpay is really good too, might help add some tools to the toolbox.
Same as before mate. Sold Corsair ages ago which I think I mentioned. So still holding the 3. Yeah it's down a bit haha, itd be rough if I wasn't buying a lot more. I've just been ploughing money into the cash pile, and buying little bits on big down days. How about yourself mate?
@@investingiq international index's are doing well purely because Australian dollar is rubbish and I don't hedge, asx shares are down a fair bit. Look to buy some more in the near term.
Increasing the cash pile at the moment. Have a mortgage so it's a straight up return of 4.35% as of today. Looking into AFI and its dividend substitution a long with a few smaller stocks like Kogan just to get some more active investor experience.
Love your willingness to share . Thanks mate love the info
Thanks mate!
Love it!! Thanks!!
You may like Li Lu, Pabrai or Rochon
Thanks Carlos! I've heard of Li Lu and Mohnish, but not Rochon. I'll check him out! Thank you for sharing :)
This is Gold
Thank you kindly Fabian!
Applying a little inversion here but can you do a video on who not to follow or what characteristics of a company should be a red flag for investors?
Interesting idea! It's got me thinking haha