S01E24 – The “Good” Coal (updated)

Season 1, Episode 24  The “Good” Coal Tony talks about the Aussie economy and whether or not he thinks the value of the dollar is closely related to a coming economic collapse. We also talk about whether or not value investing is dead. For our club...

Is value investing really dead?

Lots of people seem to think the principles of value investing, as articulated by Benjamin Graham and Warren Buffett, are out-dated and, indeed, dead. Finance journalist Rudi Filapek-Vandyck, of fnarena.com, suggests people clinging to value investing are “grown up,...

S01E23 – Beware The Black Swan

Season 1, Episode 23  Beware The Black Swan  Today our guest is Roger Montgomery from Montgomery Investment Management to talk about his approach to value investing and what he thinks is going on with the Australian market and economy at the moment. Lots of great...

S01E22 – Turning Into Gold

Season 1, Episode 22  Turning Into Gold  The last week of Tony’s vacation, so I’m playing the analysis of small gold producer MEDUSA MINING (MML) we recorded late June. Spoiler alert: it turns out pretty well.    Please note: If you want to listen to...