Season 1, Episode 10
MSV
Today we discuss the collapse of Apollo Tourism’s share price; the recent Berkshire Hathaway Annual General Meeting and Tony relates the time he attended the Berkshire AGM a few years ago; the trouble with bank shares at the moment; and then we analyse this week’s stock, Mitchell Services (MSV). Transcript here.
Mitchell Services Limited (ASX: MSV) is a leading provider of drilling services to the global exploration, mining and energy industries. These services extend across three key drilling divisions: exploration, mine services and underground.
Links:
| Reuters |
| Yahoo Finance |
| Company Website ABOUT page |
| 2018 Annual Report |
| 2019 Half Report |
Please note: If you want to listen to the premium episode, sign up to QAV CLUB.
Related
Major Feelgood: QAV AU #924
On this week’s show, we wade through a big news cycle: the US-Iran peace deal that forced us to dump our oil stocks, the SpaceX IPO trading at a jaw-dropping 1,750 times PROPCAF while losing money, and the brief Korean stock market circuit breaker that felt a little too dotcom-era for comfort. Tony does a Pulled Pork on Suncorp Group, freshly returned to the buy list after divesting its banking arm to ANZ, and I run the numbers on the Dogs of the Dow versus QAV over five years.
Tobias Carlisle Soldier of Fortune: QAV AU #923
Episode Overview This week we catch up with Tobias Carlisle, who joins us to talk about his new book, Soldier of Fortune: Warren Buffett, Sun Tzu, and the Ancient Art of Risk-Taking. Tony and Cam quiz Toby on the three big Berkshire deals the book dissects: the…
0 Comments