Season 1, Episode 42
Sticking To The Numbers
On this episode:
- We have our first QAV Club subscriber guest – Murray Bruce from Bruce Insurance in Perth, one of our first subscribers. He asks Tony a question about whether or not he is comfortable purchasing any share that rates well, or does he do additional research on the company before making a buy.
- We discuss how much attention you should pay to stockbroker / investment banker ‘buy’ recommendations, based on an email I got this week about Scentre Group.
- We talk about Melbourne investment management firm Six Park and whether or not they should be proud of underperforming the All Ords.
- In our analysis section, we go deep on Tribune Resources (TBR)
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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.
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!