9 life lessons from Tim Minchin - Heavily Edited

This post is inspired by Tim Minchin's Occasional Address at the University of Western Australia...

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Ethical Equities micro-cap health stock watchlist

Some time ago I was going to write a blog about micro-cap health stocks. I never ended up publishing because I was trying to accumulate (at slightly lower than market prices) some of the illiquid micro-caps on this list below.

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Investment process: 11 questions I ask

1. Does the business have long-term tailwinds or headwinds?

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Hypothetical Ethical Share Portfolio 12/9/2014

It wasn't until I went to do another update on the Hypothetical Ethical Portfolio that I noticed that the last update significantly understated my hypothetical returns.

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Is LifeHealthcare (ASX:LHC) a dividend play with upside?

Please note: this report is very old to the point where it is useless. You must not consider it to be current. Many things may have changed, and it may well be that I no longer believe this company to be an attractive option. Please consider it an archive only.

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More evidence that Cochlear Limited (ASX:COH) is an ethical investment.

When I came into ethical investing I knew people would have different ethics. But if there was one company I thought thought we could agree on, it was Cochlear Limited (ASX: COH), a company builds hearing aids as well as generating good profits for shareholders.

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Vocus Communications 2014 Results: What James Spenceley had to say...

Less than 2 hours ago, I was lucky enough to be able to tune in to the Vocus Communications Limited (ASX:VOC) results presentation while waiting for a flight in Los Angeles. A basic perusal of the press release would tell you that underlying NPAT was up by 53% to $13.6 million revenue was up 38% to $92.3 million.

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The true measure of wealth is the capacity to love

"I've never seen a sad person on a jet ski."

While the lighthearted reply to the question, "Does money buy happiness?" got a laugh out of me and was clearly all in good fun, I'll admit it also got me thinking.

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SomnoMed Limited (ASX:SOM) continues to grow: Musings on the 2014 results

SomnoMed Limited yesterday reported a fully year revenue increase of nearly 40%, to $25.9 million on the back of increased sales of its medical devices which are designed to treat the milder forms of sleep apnoea . However, the company also reported a substantial reduction of net profit after tax, due in large part to slightly decreased gross profit margins and increased general administration expenditure.

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How Energy Action Limited (ASX:EAX) has lost its way

Energy Action is undergoing a transition from a business with a competitive advantage, high margins and high recurring revenue to an acquisitive machine with lower margins and less recurring revenue and a gradually reducing competitive advantage, as well as higher working capital needs. I have sold my Energy Action shares on open and (as I stated here, just before market open) I have removed them from the Hypothetical Ethical portfolio.

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