Season 1, Episode 9
MYR
Myer Holdings (MYR) is an Australian department store group with a network of 62 stores across Australia. How does their company stack up to the QAV checklist? Listen and find out.
Please note: This week we are starting our FREEMIUM model. We’ll be putting out a free episode and a premium episode, which will contain the deep dive on the financial analysis. If you want to listen to the premium episode, sign up to
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S02E07 The Shoe Salesman
Steven Mabb is our guest on the show today. He’s a recent QAV Club subscriber but has been a full time investor for the last couple of years, since exiting a very successful footwear business.He and Tony compare notes about investing in International ETFs, why buying stock #201 is a good strategy, neobanks, shareholder associations, and cheap brokerage versus using a full service broker.In our Club edition, our stock of the week is BPT (again). And we answer a question from Ange about what qualifies as a ‘recent positive upturn’. We also talk again about the decline of our portfolio in recent weeks due to the COVID-19 panic. Tony reminds us about Warren Buffett’s story about “Mr Market”.
S02E06 – The Iceman
Our portfolio continues to take a hit from COVID-19. But Tony is as calm as a zen master. He’s the ICEMAN. We talk about the corruption allegations against HZN and changes to CIA’s listing. Our stock of the week is MFD.
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