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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Related

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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