Season 1, Episode 35
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 song.
But how do we know when to sell a stock? This week we have a few questions from club members about when to sell and three-point trendlines. We also talk about Tony’s horse that ran in the Cox Plate and why our checklist doesn’t have a debt-to-equity data point.
Our stock analysis this week is KSL – Kina Securities.
Please note: If you want to listen to the premium content, sign up to QAV CLUB.
Listen to Free Episode
Bill Liao was one of Australia’s original tech entrepreneurs. Today he’s a Partner at SOS Ventures in Ireland where it manages their investments in life science startups. He’s also a passionate social entrepreneur who has founded a number of important charities. We invited him on to chat about how a VC values a tech startup.
This week we talk about why volatility and risk are not the same thing and why we embrace volatility in our portfolio. We also discuss how the ATO treats “investors” versus “traders”, the HAW dividend / capital return, and more!