Season 1, Episode 39
The Discounted Cash Flow
Another long episode!
WIth talk about why we sold Apollo Tourism again.
Ray Dalio and the “Great Sag”.
Tony explains how to calculate a Discounted Cash Flow in detail (here’s Tony’s spreadsheet so you can play along at home).
We talk about our friend Torsten’s new bitcoin film “Cryptopia” and what we think about bitcoin as an investment.
Tony reveals his drink of the week.
And our analysis this week is Tap Oil.
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S02E07 The Shoe Salesman
Steven Mabb is our guest on the show today. He’s a recent QAV Club subscriber but has been a full time investor for the last couple of years, since exiting a very successful footwear business.He and Tony compare notes about investing in International ETFs, why buying stock #201 is a good strategy, neobanks, shareholder associations, and cheap brokerage versus using a full service broker.In our Club edition, our stock of the week is BPT (again). And we answer a question from Ange about what qualifies as a ‘recent positive upturn’. We also talk again about the decline of our portfolio in recent weeks due to the COVID-19 panic. Tony reminds us about Warren Buffett’s story about “Mr Market”.
S02E06 – The Iceman
Our portfolio continues to take a hit from COVID-19. But Tony is as calm as a zen master. He’s the ICEMAN. We talk about the corruption allegations against HZN and changes to CIA’s listing. Our stock of the week is MFD.
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