EOM Report – Oct 19

Well it’s the end of the month and I’ve just done our portfolio performance vs the All Ords Total Return Index. It was a good month! We outperformed the XAOA by nearly 900%. We grew by 3% in the month while the index went backwards.

S01E35 – The Gambler

Season 1, Episode 35   The Gambler  I found myself listening to Kenny Rogers’ The Gambler recently (one of my dad’s favourite songs when I was a kid) and it made me think of this week’s show. A little bit of unintended value investing wisdom in that...

S01E34 – Buffettology

Season 1, Episode 34   Buffettology  This week on the show, The Value Investing Guru and Cameron talk about some difficulties getting Share Analysis to do what we want; a new analysis tool called QuickFS; stories about Warren Buffett; Cameron’s growing passion...

S01E33 – Share Analysis Deep Dive

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...

S01E32 – Turning Japanese

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...
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