Lachlan MorganJun 21, 20222 minSanjay Ayer on the Business BrewGood morning, To help our investors and network hopefully gain a better understanding of what we are reading and listening to … in...
Lachlan MorganSep 15, 20211 minThe second most expensive words in investing ...If the words ‘I’ve missed it’ … are the most expensive words in investing … then the second most expensive words are ‘I’m waiting for the...
Lachlan MorganJun 16, 20211 minLargest market 'tail risks'Following on from my post, Adding a pandemic to the list, Chris Mayer, (author of the book ‘100 baggers’), made a similar (and more...
Lachlan MorganJun 10, 20211 minPrice makers v price takersPrice maker: Realestate.com (REA.ASX) operating earnings (REA is Australia’s leading property portal) Price taker: Mirvac Group (MGR.ASX)...
Lachlan MorganJun 8, 20211 minStock prices move much more than true valuesStock prices move much more than true values do even in the largest stocks, which by definition causes mis-pricing at times. This isn’t...
Lachlan MorganJun 3, 20211 minAdding a pandemic to the list As a long-term investor, get used to: Wars Depressions Recessions Changes in presidents Oil crises Banking crises Savings and loan crises...