Season 1, Episode 11
JOE BARBERIS
Our guest today is Tony’s friend Joe Barberis. Joe’s had a high powered corporate career, including stints as the MD of Officeworks and Coles Express, as well as running Shell Australia. Today he’s talking to us about his investment strategies, as well as his thoughts on the future of retail and energy markets in Australia… and corporate psychopaths.
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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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