top of page

Good Compounding Habits
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

The single best investment you can make
Is in stocks … for long periods of time !!!
Lachlan Morgan
Jun 1, 20211 min read

Four Structural Advantages An Investor Can Control
Four structural advantages an investor can control: 1. Think in decades …. not days 2. Back founder leaders …. not hired professionals 3....
Lachlan Morgan
May 27, 20211 min read

Getting Comfortable with Uncertainty
The more I think about it, the bottom line is clear: Ø The world is an uncertain place Ø Its more uncertain today than at any other time...
Lachlan Morgan
May 25, 20211 min read

One Pattern That Has Stood The Test Of Time
“One pattern that has stood the test of time … stocks will go down a lot, but they will then go up a lot more” (Peter Lynch) About Peter...
Lachlan Morgan
May 20, 20211 min read

bottom of page