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 had a recent “re-plat­form­ing” event which took the ser­vice down for a few months. But they are back and we invit­ed Cameron on to talk a lit­tle about the his­to­ry and the future of the ser­vice. He also let us know that they are cur­rent­ly run­ning an extend­ed free tri­al ser­vice, so if aren’t already a mem­ber, jump over to their web­site and sign up today. Ser­vices like this make val­ue invest­ing much eas­i­er than it was back in the ear­ly days of Berk­shire Hath­away and Ben­jamin Gra­ham. 

No stock analy­sis sec­tion of the show today, just the inter­view.

 

Please note: If you want to lis­ten to the pre­mi­um con­tent, sign up to QAV CLUB.

Related

Boring Stocks, Bonkers Returns: QAV AU #926

On this week’s show we wrap up the finan­cial year and the num­bers are, frankly, bonkers: the AU mod­el port­fo­lio is up near­ly 29% for the year, the Light port­fo­lios are up near­ly 36% as a group, and the US mod­el is up 44% against a 20% S&P. Tony then does a Pulled Pork on EVZ Lim­it­ed, a small engi­neer­ing fab­ri­ca­tor that has gone from 16 cents to 65 cents in 12 months and just land­ed on the buy list. We also get into the warn­ing signs stack­ing up on Wall Street, from mar­gin loans up 50% to the Bank of Inter­na­tion­al Set­tle­ments call­ing out AI data cen­tre spend­ing as a poten­tial GFC-style melt­down risk.

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