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Sanjay Ayer on the Business Brew
Good morning, To help our investors and network hopefully gain a better understanding of what we are reading and listening to … in...
Lachlan Morgan
Jun 21, 20222 min read


The 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 Morgan
Sep 15, 20211 min read


Largest 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 Morgan
Jun 16, 20211 min read


Price makers v price takers
Price maker: Realestate.com (REA.ASX) operating earnings (REA is Australia’s leading property portal) Price taker: Mirvac Group (MGR.ASX)...
Lachlan Morgan
Jun 10, 20211 min read


Stock prices move much more than true values
Stock 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 Morgan
Jun 8, 20211 min read


Adding 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...
Lachlan Morgan
Jun 3, 20211 min read
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