Season 1, Episode 26

 Reporting Season Frenzy! 

It’s reporting season and Tony is EXCITED. On this week’s show we talk about the cause of CRN’s sudden decline, and analyse two companies – BHP and QAN.

We are also adding quite a few additional stocks to our dummy portfolio based on Tony’s private analysis. 

This week’s groove by Sul Rebel.

 

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Related

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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