Education Ashley Ormond (aka Owen) newsletters

Discussion in 'Share Investing Strategies, Theories & Education' started by Intrigued_again, 13th Jun, 2019.

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  1. Nodrog

    Nodrog Well-Known Member

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    It’s great now that he’s independent again. One of the best financial market analysts in Australia in my humble view.
     
    Nodrog, 11th Jan, 2024
    #61
    Redwing, ChrisP73, Silverson and 2 others like this.
  2. Waterboy

    Waterboy Well-Known Member

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    Denial is Not a River in Egypt
    I just invest whenever I have extra cash (in excess of 'emergency funds'), no dilly-dallying regardless of what's happening in the market.

    100% agree it's a rubbish advice -- just look at recent posts someone wanted to invest in VGS back in November but was still waiting for a bigger drop. the problem is, how does one know when it's time to invest? Look at VGS now lol.
     
    Waterboy, 8th Feb, 2024
    #62
    ChrisP73 and Terry_w like this.
  3. Waterboy

    Waterboy Well-Known Member

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    Denial is Not a River in Egypt
    A quick reminder that Timing The Market is Fool's Gold:

    [​IMG]
     
    Waterboy, 9th Feb, 2024
    #63
    Andrew Allen likes this.
  4. Nodrog

    Nodrog Well-Known Member

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    Nodrog, 7th Mar, 2024
    #64
    DJC, Intrigued_again and Anne12 like this.
  5. Nodrog

    Nodrog Well-Known Member

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    Company insolvencies up 100%! - 3 reasons not to panic
     
    Nodrog, 22nd Mar, 2024
    #65
    Anne12, mdk, DJC and 1 other person like this.
  6. Nodrog

    Nodrog Well-Known Member

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    Nodrog, 28th Mar, 2024
    #66
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  7. Nodrog

    Nodrog Well-Known Member

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    Nodrog, 1st Apr, 2024
    #67
    Redwing, DJC and Intrigued_again like this.
  8. Nodrog

    Nodrog Well-Known Member

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    Nodrog, 3rd Apr, 2024
    #68
    Redwing and DJC like this.
  9. Nodrog

    Nodrog Well-Known Member

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    Not all world share markets are hitting new highs. Here are the Pretty Good, the Bad, and the Ugly
     
    Nodrog, 5th Apr, 2024
    #69
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  10. Nodrog

    Nodrog Well-Known Member

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    Last edited: 16th Apr, 2024
    Nodrog, 16th Apr, 2024
    #70
    Silverson and dunno like this.
  11. Redwing

    Redwing Well-Known Member

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    US Shares vastly over-priced + primed to fall - What will the trigger be? - Owen Analytics

     
    Redwing, 23rd Apr, 2024 at 7:37 AM
    #71
    Anne12 likes this.
  12. oracle

    oracle Well-Known Member

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    oracle, 23rd Apr, 2024 at 1:06 PM
    #72
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  13. SatayKing

    SatayKing Well-Known Member

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    Are you implying the concept of White Noise is applicable?
     
    SatayKing, 23rd Apr, 2024 at 1:42 PM
    #73
  14. oracle

    oracle Well-Known Member

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    No. I am trying to state anyone relying on CAPE ratio to make their investing decisions would have missed out on 13.55% (dividends re-invested) compounded annual growth (in US dollars) from Jan 2010 to Mar 2024.

    Cheers,
    Oracle.
     
    oracle, 23rd Apr, 2024 at 2:17 PM
    #74
  15. Ruby Tuesday

    Ruby Tuesday Well-Known Member

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    Yep true . Ashely Owens Atlas fund has only had 9% CAGR since inception only about 0.5% better than the bench mark. He makes a lot of noise and effort for not much in results though. CAPE ratio is backwards looking not much use for a companies with high Earnings Growth and decreased cap ex % of revenue, like NIVIDIA for instance capex % of revenue like 2% and revenue growth like 125%. Companies that could grow revenue with little expense werent around before 2010 as there wasnt technology to do it. Companies have longer runaways now with larger addessable markets and have mostly lower interest rates since 2010.
     
    Last edited: 23rd Apr, 2024 at 3:25 PM
    Ruby Tuesday, 23rd Apr, 2024 at 3:08 PM
    #75
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