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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Related

S02E02 – The Property Equation

Tony answers some questions from listener Jamie in Perth about balance between property and shares. He also talks about a couple of investing books he’s been reading, and in our Club edition we analyse BSL – Bluescope Steel.

S02E01 – Time In The Market

Season Two of our investing podcast!! We look at our portfolio’s month end report and how it compared to the All Ords Total Return index and answer questions from Club Member Mike L about the accuracy of future predictions. Then we talk about commodities trend lines as a source of comfort when investing in coal, and our analysis this week is GRR.

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