sharetrader
  • Schrodinger's Avatar
    16-07-2019, 12:30 PM
    If you actually read the commentary we are talking about portfolio risk and what happens when the market turns - these funds need to be performing...
    21 replies | 1378 view(s)
  • Schrodinger's Avatar
    10-07-2019, 11:48 AM
    Good please go down further I need to buy in again.
    2680 replies | 479145 view(s)
  • Schrodinger's Avatar
    08-07-2019, 04:02 PM
    Thanks for mentioning this and the Stuff article. The main points are that sure a fund may be doing well but when the music stops and it will, you...
    21 replies | 1378 view(s)
  • Schrodinger's Avatar
    04-07-2019, 12:26 PM
    You underestimate yourself. I encourage you to run a spreadsheet with compounding returns for assets and stretch the model out to 15 years+. It might...
    2680 replies | 479145 view(s)
  • Schrodinger's Avatar
    04-07-2019, 10:52 AM
    No idea. Are you an investor or a speculator? How to tell the difference: 1. Investor: You believe in the long term future of the business?: Buy...
    2680 replies | 479145 view(s)
  • Schrodinger's Avatar
    02-07-2019, 10:04 AM
    Maccas announced a NZ expansion. Very good sign for a mature company.... Watching the USA with interest. Just did a quick Google and found:...
    2680 replies | 479145 view(s)
  • Schrodinger's Avatar
    26-06-2019, 12:53 PM
    Schrodinger replied to a thread THL - Tourism Holdings in NZX
    Yep and the vehicles are probably purchased by their JV partner after being imported etc so have entered into China from overseas or locally...
    3382 replies | 509981 view(s)
  • Schrodinger's Avatar
    26-06-2019, 12:50 PM
    Schrodinger replied to a thread THL - Tourism Holdings in NZX
    I did the opposite. Lets see what happens in the next few years...
    3382 replies | 509981 view(s)
  • Schrodinger's Avatar
    25-06-2019, 11:21 AM
    Schrodinger replied to a thread THL - Tourism Holdings in NZX
    No idea just noted down some of the cap raise was for selling RV's in China. Seems weird use of money. Just trying to understand risk and why they...
    3382 replies | 509981 view(s)
  • Schrodinger's Avatar
    25-06-2019, 10:05 AM
    Schrodinger replied to a thread THL - Tourism Holdings in NZX
    As reported in the NBR this is for CITIC (CHINA) to help with tourism flow. I also read about selling RV's to China. Keen on the inbound stuff (China...
    3382 replies | 509981 view(s)
  • Schrodinger's Avatar
    24-06-2019, 01:33 PM
    Schrodinger replied to a thread THL - Tourism Holdings in NZX
    I was hoping that wasnt that case =)
    3382 replies | 509981 view(s)
  • Schrodinger's Avatar
    24-06-2019, 12:50 PM
    Schrodinger replied to a thread THL - Tourism Holdings in NZX
    What is the cash for? I had a quick look through the 2019 interim results, they didnt mention cash position ($90M sitting in CA) - didnt have time to...
    3382 replies | 509981 view(s)
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About Schrodinger

Basic Information

About Schrodinger
Biography:
Value investor with a touch of adventure when it comes to SaaS
Location:
Pourquoi?
Interests:
Cricket, fast cars
Occupation:
Strategist

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774
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Yesterday 09:41 AM
Join Date
30-04-2013
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