Joseph Taylor

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Articles

How to almost set a child up for life with $46 per week

Jan 14, 2025 | morningstar.com.au | Joseph Taylor

I recently turned thirty and did a bit of travelling around Australia to celebrate. Before heading along the Great Ocean Road to Adelaide with my partner and her family, I called in to Melbourne for one last game of golf in my twenties with a friend from back home in Scotland. Our fourball was rounded out by two fifteen-year-olds and, as it turned out, one of them had a rather keen interest in investing.
Bookworm: Legendary fundie exposes mistake in my portfolio

Jan 13, 2025 | morningstar.com.au | Joseph Taylor

Welcome to Bookworm, a new weekly column where I’ll explore ideas from books and investor letters. My aim in this column is to give older ideas new life through modern day examples, apply insights from abroad to Australian examples, and give you food for thought when it comes to your own investing process. Today’s insight comes from Investing Against The Tide by Anthony Bolton.
Why are stock picks in the media usually red hot?

Jan 8, 2025 | morningstar.com.au | Joseph Taylor

I don’t know about you, but I spent a decent chunk of my holiday downtime reading about investing. Given the time of year, a lot of the fresh content out there centered on what the author (or those featured in the article) thinks will happen in the new year. You might have read a few of these articles on Morningstar or Firstlinks too. I’m not much of a macro guy and think that predictions on this front – recession or no recession, rate cut or no rate cut – are often a fool’s errand.
Our team reveal their financial resolutions for 2025

Jan 7, 2025 | morningstar.com.au | Joseph Taylor

My colleagues and I recently revealed the biggest investing and financial lessons we took from 2024. This time, we’re sharing our financial resolutions for 2025. Shani JayamanneMy investing resolution for 2025 is to refine my portfolio review process, particularly my approach to fees. One of the core tenets of my Investment Policy Statement (IPS) is being mindful of fees and their impact on returns. My colleague Mark LaMonica recently discussed fees in superannuation in this article.
Seven lessons from one of the best stocks in history

Dec 9, 2024 | morningstar.com.au | Joseph Taylor

In August 2009, I travelled three hours north from Ayr to Fort William in the Scottish Highlands with my father and brother. Our mission? To watch the mountain biking world championships. Apart from the racing itself, one of my abiding memories is that there were energy drink endorsements everywhere. Red Bull, Monster, Relentless, and Rockstar. Free caps. Free cans. Free t-shirts. Side events happening all over town, all sponsored by a different brand.
Should I trim this big stock market winner?

Dec 8, 2024 | morningstar.com.au | Joseph Taylor

"It's like déjà vu all over again..." Yogi BerraWhat should you think about when a stock rises so much, and so quickly, that you become worried about its valuation and your level of exposure? Join me on another painful journey into my investing past and hopefully a better decision this time around. Texas Pacific Land (NYS: TPL) is a land, oil and gas royalties, and water business that owns around 900,000 acres of land in West Texas.
Wrapped: Spotify's hard earned moat

Dec 5, 2024 | morningstar.com.au | Joseph Taylor

I cop flack for a few things in life and deservedly so. At the moment, though, I am getting an outsized amount of heat for something rather strange: my choice of music streaming service. These three things have all happened in the past few weeks:One friend tried to share a Spotify playlist with me and recoiled in disgust when I had to politely decline on account of being an Apple Music user.
Uncovering a moated ASX share using the methods of an investing legend

Dec 2, 2024 | morningstar.com.au | Joseph Taylor

The best £1.99 I have ever spent bought me a copy Peter Lynch's One Up On Wall Street from a London charity shop. The premise of One Up is as enticing as it is simple: everyday people can use insights from their daily lives to help them find successful investments. There are two main areas you might stumble across such inspiration. First, you have products that you enjoy as a consumer, or see others enjoying. Then you have products and services you come across in your line of work.
The market hates this compelling ASX income play

Dec 1, 2024 | morningstar.com.au | Joseph Taylor

At any time in history, there are certain stocks and sectors that are loved, and other stocks and sectors that are loathed. You don’t need to look very hard to see which area of the ASX is most hated right now. In fact, I already made that clear in this article: it’s the energy sector. Today we’re going to take a look at an energy company that our analyst Mark Taylor thinks offers especially good value, and flesh out some of the reasons why.
Strategies and side hustles: Joseph's top articles in November

Dec 1, 2024 | morningstar.com.au | Joseph Taylor

I am now almost 8 months into my time at Morningstar. And I have spent a lot of that time trying to think less about what to invest in and more about the way I invest. In that spirit, I described the “watch and wait” approach to investing in high quality companies and shared my assessment of a candidate for my watchlist. I also allowed myself to dream about two companies I’d love to own at the right price, again through the lens of strict investing criteria.