Season 1, Episode 37

  Preparing For The Collapse 

This week Tony answers a couple of questions from club member Dave about why Warren Buffet & Berkshire are sitting on a massive pile of cash and how Tony is preparing for a “global market crunch”.

We also talk some more about listed investment companies, the “this time is different” delusion, and some selected quotes from a video Cameron watched by billionaire value investor Howard Marks from Oaktree Capital.

And in our club section we take a look at the financials of gold miner PRU (Perseus Mining).

In terms of the checklist, I’ve learned how to add sexy new colours in my conditional formatting and a sparkline!

 

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Related

S01E41 – Cash Is A Fact

This week we talk about why our portfolio outperformed the index by 1300%, the wisdom of Peter Lynch, why Howard Marks wants to stay in the middle, and our stock analysis of the week is Universal Coal.

S01E40 – Tony Gives Up His Rights

Tony talks about rights issues and some of the complexities involved in knowing whether to take them up or not. I know, right? Sounds boring! It wasn’t actually, I learned a lot. We also discussed a few recent news articles about value investing, Tony reveals his wine of the week, and in our analysis section we breakdown the financials of Horizon Oil. 

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  1. This time it's different. - QAV Podcast - […] In our latest podcast, Tony again reiterates that while he doesn’t pay a great deal of attention to the…

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