Season 1, Episode 32
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 quickly he invests new funds.
Our stock analysis of the week is the diversified leather manufacturer SCHAFFER CORPORATION (SFC).
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Michael Goldberg from Collins St Value Fund joins us again to talk about how they are managing the current market. This interview was conducted on June 8, so please take that into account.
This is “the white-knuckle part of the cycle”. Portfolio update. Iron ore and gold charts. Stockhistory v Stock Doctor prices. GMA and mortgage issuances. The milk stool legs. RBA and inflation. Small rods is WAY down. Wash-selling. PE contraction. Pulled pork on WDS. Benching Michael Jordan. UPST. Lots of Rule 1 questions. Buying a “wonderful company at a fair price” and ignoring sentiment.