Season 1, Episode 21

Playing St Andrews 

Tony dials in from Ire­land this week and brings me up to date on his vis­its to whisky dis­til­leries in Scot­land and his out-of-body expe­ri­ence play­ing the Old Course at St Andrews. We also talk a lit­tle about invest­ing and he how he feels like “I’ve seen this show before”, mean­ing the cur­rent bull run hype. We dis­cuss how our dum­my port­fo­lio is going (most­ly in the green except for Myer) and for our QAV Club mem­bers, we have a dis­cus­sion about Mort­gage Choice (MOC).

 

Please note: If you want to lis­ten to the pre­mi­um con­tent, 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

Submit a Comment

Your email address will not be pub­lished. Required fields are marked *

Secret Link