The LT3000 Blog

I recently took a quick look at ASX-listed Money3 (MNY AU). A well-known NZ-based small-cap outfit own it and have labelled it one of their ...

I took a break from blogging (and more than casual on-the-road research) last week by taking a quick vacation to Japan - a long overdue firs...

Most stock market investors worry incessantly about the risk of a potential market melt down. I don’t. I worry about the risk of a market m...

I woke up to a pleasant but also slightly bittersweet surprise today over my morning coffee – overnight (I reside in Asia) Softbank had a...

Michael Lewis has stated that what inspired his fantastic book The Big Short (subsequently made into a Hollywood movie) was the mystery and ...

I like to go hunting for bargains in off-the-beaten-path places, and particularly in areas of distress. When a figurative financial bomb ...

Approaching a decade on from the global financial crisis (GFC), I continue to remain amazed by how little the world has learnt. Indeed, Aust...

A frequent source of public policy confusion is the issue of whether corporate tax cuts/tax cuts for the rich (the two are similar but not...

The Cyclically-Adjusted PE (CAPE) multiple – usually calculated as the market price divided by 10yr average inflation-adjusted EPS – is fas...

The LT3000 Blog got off to a seemingly inauspicious start by posting a long thesis on KORS a day before the company’s 3Q result came in s...

Over the past few months, I have accumulated a 70bp position in Beijing Capital International Airport (694 HK) at an average price of HK$7....

I recently initiated a 20bp position in Michael Kors (KORS US @ $41.09) – the global luxury goods company run (Chief Creative Director) b...

Welcome to The LT3000 Blog. I have recently left a decade-long occupation as a professional securities analyst to pursue my passion as ...