Season 1, Episode 38

 The Negroni Method

In this week’s jam packed episode, we answer the following questions from new subscriber Tess in Melbourne:

1. During reporting season, how do you decide which companies to put through the checklist given there are 2000 or so listed companies on the ASX?
2. The AFR new 52 week high tables have not been available since July, is there any other place I can source this info or can you recommend an alternative strategy for picking stocks to analyse?
3. I would like to be able to perform my own financial strength analysis as I do not have stock doctor. Cameron went over this briefly in one of your earlier episodes but there are some gaps in my knowledge.

We also talk about the Sohn Hearts and Minds conference that’s happening this week as well as the Wilson Asset Management Shareholder Presentations that are happening at the moment.

Tony also reveals his current favourite drink and talks a little about what he’s reading at the moment.

In our club episode, we analyse CSG Limited (CSV). 

 

 

Please note: If you want to listen to the premium content, sign up to QAV CLUB.

Sign Up or Login to listen to our QAV Club episodes inside the browser.

If you’d like a chance to win a prize, write a funny or insightful review on iTunes. Click here to go straight to our iTunes page.

Related

QAV 346- Bill Liao, VC & Philanthropist

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.

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!

0 Comments

Submit a Comment

Your email address will not be published.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

Free Weekly Newsletter

Would you like a free copy of our weekly newsletter?