Reletter
Artwork for Tauranga Investments

Tauranga Investments

Guy Carson

No agenda, not much sense, no good ideas, no advice.

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues41SubscribersRead taurangainvestments.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

September 2024 Update

The portfolio rebounded after a poor August, up 4.53% against the All Ordinaries accumulation up 3.45%. Since inception, the portfolio is up 72.4% against the All Ordinaries accumulation at 27.0%.

a month ago
5
1

Energy One (ASX:EOL)

As mentioned in our August writeup we added a new position during reporting season, this position was Energy One. It’s a company we have watched for a while (mainly thanks to Claude Walker at A Rich Life) and whilst near term valuations are...

2 months ago
13
3

August 2024 Update

August brings reporting season in Australia, and following a quiet confession period, we were feeling confident heading into it. Unfortunately, that confidence was misplaced as the portfolio fell 7.50% well behind the All Ords Accumulation ...

2 months ago
2
8

Close the Loop (ASX:CLG)

The reality in investing is that you never get 100% of your calls right. Almost every fund manager recently stole the Roger Federer statistic of only winning 54% of his points whilst winning 80% of his matches to illustrate this concept. Pe...

3 months ago
7
3

Authors

The writers behind this newsletter.

  • Guy Carson

    Investor, Sports Fan, Family Man

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