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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QAV 345 – Profit Taking Swill

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!

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