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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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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