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 members, Tony then analyses our company of the week, Coronado Coal (CRN), who does pretty well on the checklist.
This week’s beats by Checkie Brown.
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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”.
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.