In a high market like this, naturally, our portfolios have done well.

With newly minted profits and cash, we’re now looking for some ‘kickers’ — more speculative positions that, even with a small allocation, can kick out some serious return.

Of course, the risk profile is high. And as a good investing friend of mine warns: ‘Do not get greedy!’

 

US markets are back, and they’re pulling up global markets with them.
Source: James E. Thorne / X

 

People ask me where I find my investment ideas.

Today, I’ll share with you some secrets.

It all begins with an idea. We then do some initial research to decide whether we want to take it further.

This usually becomes apparent quite soon.

For example, if a man walks into a restaurant, I don’t need to know that he weighs 123.5 kg. I can already see he is fat and may order four courses.

Once we spot a fat opportunity — the lengthy research process then enables us to form conviction, or drop the idea.

Only a few get through.

But it all starts with an alluring idea. Where do these come from?

It starts with tailwinds. Growth is always hard, but in some areas, you can get a helping hand…

 

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