Update - Fear and greed index

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Interview with

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Still on the theme of "Things that don't waste your time" Steve Johnson of Forager Funds Management is one of the best performing investment managers in recent times. You could do a lot worse than mirroring his portfolio. His take on research is very interesting. He has no problems finding investment opportunities and his research which runs to 45 pages and takes 7 days, is about finding reasons why he should not invest. All great stuff! Link below https://youtu.be/IjS7v7JPyKQ
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How will Amazon affect Australian retailers

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The following article appeared in Livewire today. I have not posted the whole article, just the key point. Note all results are in 5 years time. We have HVN in our investment portfolio and as you can see the effect is very small on HVN. This all assumes that the retailers do not fight back. There is another article on Livewire today about how BestBuy in the US countered Amazon and their shareprice has risen 4 fold.
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Things that don't waste your time.

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The following article appeared in MarcusToday last week. I am going to post two more topics on the same, theme of slipstreaming behind the best investment managers. FOLLOW THE BREAD CRUMBS Last week I wrote an article about three (there are ten) things that don't waste an investor's time. One of them was finding out what small and mid-cap Fund Managers are doing. So let’s look at what fund managers  are  doing (or have done). Off the Morningstar website you can search the best performing mid and small cap funds over various periods. 10 funds that turn up as some of the best performers over three and five years that have a 5 star Morningstar rating are listed below with their biggest listed Australian equity holdings. The holdings are listed by size of holding in the fund, biggest holdings first - this is basically about 100 stock picks from successful fund managers - there has to be some value in that: BT Wholesale MicroCap Opportunities  –ISU, RCR, BBN, RWH,...
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