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).
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Season 1, Episode 33 Share Analysis Deep Dive This week we have a guest - Cameron Britten from Share Analysis. As longtime listeners will be aware, Tony's a big fan of several online tools and Share Analysis has been one of those for many years. They had a recent...
Season 1, Episode 32 Turning Japanese On this episode we debunk more claims about the death of value investing and how it relates to the "Japanification" of the economy; I come up with a new nickname for Tony; And we answer a listener question about how quickly he...