Skip to main content

Posts

ASX Shares analysis using story inversion

I've been reading the book "Invested" by Phil Town and Danielle Town and learning quite a bit about their learnings and Danielle Town's investment journey. I've learnt a number of things in this book and one of the most valuable things that I've learnt is the three main share price valuation methods that you can use to determine what share price you should buy with a margin of safety. Another great take away from the book is using story inversion as a method to describe the key points for buying a company and inverting those key points into key points why you shouldn't buy the company. I'm thinking about using this method and sharing my thoughts on this blog for any shares on my wishlist as I think it's a great method to weed out any emotions but also solidify your understanding of the company and the industry the company operates. So be sure follow the blog to be updated with my thoughts and research on different ASX shares.
Recent posts

How I'm making 250% profit with one Cryptocurrency

As we exit the cryptocurrency bear market and start to enter a new bull market I've seen one of my individual holdings profiting by 250% with much more growth projected. And before you guess Bitcoin, it's not Bitcoin. Back in 2018 I started investing in cryptocurrency and I made the mistake of getting caught up in the HODL movement that I forgot to take profit in the 2019 Bull Run. One of the projects that really caught my eye was Digibyte, Digibyte has such a passionate and dedicated community, and they up hold themselves to high standards. The Digibyte coin solves a lot of problems in the current cryptocurrency ecosystem, with a strong focus towards cyber security, and a platform with extremely strong foundations. Since 2018 I have invested a total of $440 across a broad buy range from 1.2 cents to 11.4 cents and the price is only trading at 4.2 cents currently. Pictured a 245% or $1078 profit from Digibyte From my investment of a $440 I'm currently ma

Why I bought Rural Funds Group shares

Rural Funds Group is a Real Estate Investment Trust (REIT) who own a diversified portfolio of agricultural assets in Australia and derive income from leasing those assets to experienced agricultural operators, Rural Funds Group offer an attractive 6.13% dividend yield. As Rural Funds Group is a real estate trust their income shouldn't be too impacted by poor performance in the agricultural sector, as tenants still need to pay rent, for this reason I feel that Rural Funds Group is a fairly safe bet with a high yield dividend payout. Here are a couple more reasons I decided to buy Rural Funds Group shares. RFF shares are trading at an almost 30% discount from its year high at $2.42 Dividend yield of 6.13% RFF has recently increased its dividend Rural Funds Group is in the top 25% of dividend payers in Australia (5.6%) Stable management with the average tenure of 9.6 years Tenants still need to pay rent regardless of an underperforming sector. Som

Why I bought Scentre Group (ASX:SCG) shares

Who is Scentre Group Scentre Group is a Real Estate Investment Trust (REIT) who own all of the Westfield supermarkets in Australia and derive income from renting the stores in the Westfield shopping centres, Scentre Group offer an attractive 5.71% dividend yield. As Scentre Group is a real estate trust the income isn't too impacted by poor performance in the retail sector, after all, shops still need to pay rent, for this reason I feel that Scentre Group is a fairly safe bet with a high yield dividend payout. Here are a couple more reasons I decided to buy Scentre Group shares. Scentre Group shares are trading just below value Dividend yield of 5.71% Scentre Group is in the top 25% of dividend payers in Australia (5.6%) Retail stores will always need to pay rent regardless of an underperforming sector. Portfolio diversification Franking at 30% is a little disappointing but better than 0% As I continue my investment journey and build my stockpicking toolbelt

Why I bought Westpac (ASX:WBC) shares

I now own my very first shares woohoo! As I have only just started investing in the share market and learning about share investing, owning my very first shares is exciting. Owning shares in big banks is a pretty reliable income generator, all of the big banks pay dividends to their shareholders and in many cases the dividends payout is at a higher rate than if you had savings accounts with them. Westpac was a choice for me over the other major Banks for a couple of reasons at the time of my decision. Westpac was not over valued, looking at many of the other major Banks there prices appeared to be overvalued, Westpac was the one bank share that appeared about right, ofcourse lower is always nicer.  Valuation of Westpac shares from the Simply Wallstreet site Dividend yield (I'll talk more about this in a sec) Westpac is in the top 25% of dividend payers in Australia (5.6%) Banking industry is a necessity and is not going anywhere anytime soon. Westpac's w

Could we be in for another Bitcoin bull run in 2020?

A cryptocurrency YouTuber I follow Louis Thomas posted a video titled "We're about to witness another Bitcoin bubble.." and upon watching it I can certainly see it happening based on the charts. The original tweet posted by Twitter user "truenomic" shows two charts examining previous bull runs and bear markets, as compared with the volume, looking at these charts it's clear that we could be starting to approach a new bull run. $BTC : I don't think it makes sense to deny the similarity of these cycles, and that we are at the foot of a new bubble. @woonomic @kenoshaking @ColeGarnerBTC @filbfilb pic.twitter.com/C6orV2If9a — Nik Jaremczuk (@truenomic) October 4, 2019 Pictured above is the chart that was posted in the original tweet, the red rectangles depict bear markets or areas of capitulation, and the yellow rectangles depict the area coming out of a bear market and into a phase of accumulation. In the chart you can see a correlati

Australian Superannuation Fraud

Now might be the time to check your superannuation after The Australian Federal Police revealed details about a major fraud and identify theft syndicate operating in Australia. The syndicate gained access to Australians superannuation accounts and managed to withdraw funds from an unknown number of accounts by changing the person's age to the retirement age. A Melbourne woman suspected for her involvement in the syndicate will face court tomorrow and could be facing upto 50 charges including conspiracy to cause unauthorised access and/or modification of data. Authorities say the syndicate acquired stolen identity information on the dark web and used fake email addresses and single use SIM cards to take over accounts. You can read more about the breach at itnews

Deeper integration of Ethereum Blockchain by Microsoft Flow

News articles having coming out about Microsoft and Amazon integration of blockchain solutions into thier respective Cloud products for a little while now, however this morning I discovered a new integration by Microsoft which could prove very powerful. For those that don't know Microsoft Flow is a automation platform developed by Microsoft which allows you to automate processes, similar to IFTTT. The new integration with Microsoft Flow will allow the possibility of creating automated workflows that can publish smart contracts, read the state of a smart contract, or trigger a flow when a contract updates. These new features are in preview stage and are available for developers to tinker with if you have access to Microsoft Flow which is typically accessed through an Office 365 subscription, however it is also available on personal Microsoft accounts as well. Check out the new features documented on the Microsoft website at  https://docs.microsoft.com/en-au/connectors/blo