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 around QAV; changes to our port­fo­lio involv­ing Apol­lo Tourism and Stan­more Coal; and in our deep dive analy­sis this week we look at Mas­termyne.

 

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.

0 Comments

Submit a Comment

Your email address will not be pub­lished. Required fields are marked *

Secret Link