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2025 portfolio review
The good, the bad and the in-between.
Jan 1
28
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March portfolio update
For the three months to March 31, 2025, my taxable portfolio gained 6.04%, while my SMSF gained 3.46%.
Apr 1, 2025
25
6
1
2024 Portfolio Review
My year in investing
Jan 1, 2025
35
6
1
Japanese net-net trading at 7x PE with positive earnings outlook
A consistently profitable electronics trading company selling at a 30% discount to NCAV.
Aug 24, 2024
65
14
2
2023 Year End Portfolio Review
The year of the busted biotech
Dec 31, 2023
33
6
Theseus Pharmaceuticals
The latest biotech to throw in the towel
Nov 15, 2023
14
11
My thoughts on the liquidation value of Cyteir Therapeutics
Liquidation announced; further upside could be on offer.
Jul 2, 2023
12
3
The curious case of Cyteir Therapeutics
A busted biotech trading at a 60% discount to liquidation value.
Mar 22, 2023
14
7
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Generals and Workouts
Deep dives on net-nets, special situations and other mispriced opportunities in the stock market.
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