Season 1, Episode 29

 Tailwinds

This week we’re answering a number of listener questions, including one about how much attention Tony pays to “tailwinds” or macro factors affecting an industry or the economy. We also talk about how Tony deals with red flags in companies he has invested in, and he talks about some mistakes he has made recently. In our Club edition, we analyse Stanmore Coal again (we did it earlier this year) and take our time to explain some of the checklist columns in more detail. And Tony reveals what he wears when he mops the kitchen floor!

 

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Related

S01E37 – Preparing For The Collapse

This week Tony explains why he sometimes invests in Listed Investing Companies like Wilson Asset Management. We also talk about what to do with our worst-performing stock SMR, our extremely good end of month results, Tony’s horse that ran on Melbourne Cup day (not as good), and my son Taylor joins us to analyse oil and gas exploration and production company CUE.

S01E36 – Listed Investing Companies

This week Tony explains why he sometimes invests in Listed Investing Companies like Wilson Asset Management. We also talk about what to do with our worst-performing stock SMR, our extremely good end of month results, Tony’s horse that ran on Melbourne Cup day (not as good), and my son Taylor joins us to analyse oil and gas exploration and production company CUE.

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