Billson Porter
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Some Thoughts 08/03/21
This is a highly edited bunch thoughts I have been sharing in coffees and emails with friends of mine over the last two weeks.
Mar 7, 2021
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CC, CFA
February 2021
The Branding of Investments: Meme Stocks
"It is not a case of choosing those [faces] that, to the best of one's judgment, are really the prettiest, nor even those that average opinion genuinely…
Feb 22, 2021
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CC, CFA
May 2020
The Case for Farmland
In my last post, I stated that stagflation is a possible endpoint for the economic issues that COVID-19 will throw up.
May 14, 2020
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CC, CFA
March 2020
Stagflation Toolbelt
No one knows what is around the corner.
Mar 31, 2020
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CC, CFA
Opthea
Edge in equities investing comes both from your decisions and the decisions of the companies that you own.
Mar 11, 2020
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CC, CFA
Narrative, Rates & Inflation
Everyone knows that everyone knows x
Mar 4, 2020
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CC, CFA
Select Harvest Water Cost Risks
Select Harvest Water Cost Risks
Mar 3, 2020
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CC, CFA
Passive
I have been getting a few requests in my personal life about younger people wanting to invest but not knowing where to start, or what to do.
Mar 3, 2020
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CC, CFA
September 2019
Incentives & We
It is not often one reads a book that is great.
Sep 10, 2019
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CC, CFA
May 2019
Australian Rates Trade
Trade: Short Australian rates futures
May 21, 2019
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CC, CFA
Citi Global Markets Challenge 2019
Last year we competed in the Citi Global Markets Competition (writing here), and this year Billson Porter was back again.
May 19, 2019
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CC, CFA
January 2019
Current States - The big IPO, FB and Apple
2018 is over and 2019 has begun and there is much ado.
Jan 5, 2019
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CC, CFA
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