Season 1, Episode 36
Listed Investing Companies
This week Tony explains why he sometimes invests in Listed Investing Companies like Wilson Asset Management. We also talk about what to do with our worst-performing stock SMR, our extremely good end of month results, Tony’s horse that ran on Melbourne Cup day (not as good), and my son Taylor joins us to analyse oil and gas exploration and production company CUE.
Please note: If you want to listen to the premium content, sign up to QAV CLUB.
Listen to Free Episode
Tony answers some questions from listener Jamie in Perth about balance between property and shares. He also talks about a couple of investing books he’s been reading, and in our Club edition we analyse BSL – Bluescope Steel.
Season Two of our investing podcast!! We look at our portfolio’s month end report and how it compared to the All Ords Total Return index and answer questions from Club Member Mike L about the accuracy of future predictions. Then we talk about commodities trend lines as a source of comfort when investing in coal, and our analysis this week is GRR.