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Jan 9, 2025 | 
intelligentinvestor.com.au | Nathan Bell
Recommendation
Lovisa Holdings Limited -
LOV
Buy
Hold
Sell
Current price
$25.98 at 14:41 (10 January 2025)
Price at review
$25.93 at (10 January 2025)
All Prices are in AUD ($)
Lovisa's share price has fallen over 10% following a broker downgrade valuing the shares at $27 as new store openings aren't happening as fast as expected.
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Nov 11, 2024 | 
intelligentinvestor.com.au | Nathan Bell
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Sep 11, 2024 | 
intelligentinvestor.com.au | Nathan Bell
Recommendation
Commonwealth Bank of Australia -
CBA
Buy
Hold
Sell
Current price
$141.16 at 14:00 (11 September 2024)
Price at review
$141.23 at (11 September 2024)
All Prices are in AUD ($)
It's not often a $150bn stock adds a further $80bn of 'value' after reporting falling profits with virtually no hope of growing them.
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Aug 4, 2024 | 
intelligentinvestor.com.au | Nathan Bell
We're taking profits while the tide is in.
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Jul 17, 2024 | 
intelligentinvestor.com.au | Nathan Bell
Intelligent Investor Fund Reports 2406
By
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17 Jul 2024
By
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17 Jul 2024
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5 min read
Looking for hidden gems and undervalued stocks?
Looking for hidden gems and undervalued stocks?
"Good ideas come literally from nowhere.
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Jun 12, 2024 | 
intelligentinvestor.com.au | Nathan Bell
"You tend to get sceptics as analysts because they can find the flaws, and every business has flaws. But they get hyper-fixated and stop looking at the trade-offs" — Richard Pzena on why good analysts aren't necessarily good investors
The Fund and the market increased nearly 1% in May. Sonic Healthcare announced that respectable revenue growth is being offset by higher costs.
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May 12, 2024 | 
intelligentinvestor.com.au | Nathan Bell
"People with very high expectations have very low resilience." — Jensen Huang
"Ambition is when you expect yourself to close the gap between what you have and what you want. Entitlement is when you expect others to close the gap between what you have and what you want." — James Clear
"'Until we know we are wrong, being wrong feels exactly like being right." — David McRaney
The Fund fell 1.1% during April compared to the index's 2.9% loss.
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Apr 11, 2024 | 
intelligentinvestor.com.au | Nathan Bell
''I don't need an analyst to tell me when a 10 PE stock is cheap. I need an analyst to tell me when a 40 PE stock is cheap.'' – Steve Mandel
''The real question is whether you dare to do the things that are necessary to be great. Are you willing to be different, and are you willing to be wrong?
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Apr 11, 2024 | 
intelligentinvestor.com.au | Nathan Bell
"I don't need an analyst to tell me when a 10 PE stock is cheap. I need an analyst to tell me when a 40 PE stock is cheap." – Steve Mandel
"The real question is whether you dare to do the things that are necessary to be great. Are you willing to be different, and are you willing to be wrong?
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Mar 13, 2024 | 
intelligentinvestor.com.au | Nathan Bell
Portfolio Manager Nathan Bell discusses the Fund's monthly performance for February.
By
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13 Mar 2024
By
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13 Mar 2024
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5 min read
"You have to realize, your thoughts are not really your own thoughts. They percolate in from other places and from other people." – Robert Shiller"Controlling your behavior amid uncertainty can be hard enough. Controlling your reactions to other people’s behavior is way harder.
