Season 1, Episode 43

  No Old, Bold Pilots

“There are old pilots and there are bold pilots, but there are no old, bold pilots.”

– Charles D Ellis

 

On this episode of our investing podcast:

  • We have our second QAV Club subscriber guest, Paul, a criminal lawyer from Sydney, who calls himself “a disastrous investor”.
  • Paul asked Tony a bunch of great questions about the checklist, including drilling down on why Tony doesn’t try to understand a business deeply before he invests in it (like Warren Buffett and Peter Lynch), and about understanding how to factor in shorting.
  • Cameron reads out some quotes from “Winning The Loser’s Game” by Charles D Ellis and gets Tony’s comments on them.
  • Our stock deep dive of the week is MRC – Mineral Commodities

 

 

 

  Please note: If you want to listen to the premium content, sign up to QAV CLUB.
Sign Up or Login to listen to our QAV Club episodes inside the browser.

If you’d like a chance to win a prize, write a funny or insightful review on iTunes. Click here to go straight to our iTunes page.

Related

QAV #709 – The Architect (fixed)

This week: We discuss our favourite bits of Buffett’s new annual letter, and Tony does a pulled pork on Vulcan Steel (VSL).

Also in the Club Edition: We discuss the results of a new 20% Rule 1 simulation, Reporting Season News, LNG is a sell, Data shows Cathie Wood’s Ark is one of the worst funds, NVIDIA results, and TK’s perspective on ‘Losing too many stocks’ to M&A.

QAV #708 – Buridan’s Ass (fixed)

This week: The market remains buoyant on the back of positive earnings, DTL crashes 22%, Buridan’s Ass, Pulled Pork AGL.

Also in the Club edition: Darryl’s portfolio analysis, Magnificent 7 profits now exceed almost every country in the world, SD ASX 300 change, Jordan’s Renko and hugline regression testing.

0 Comments

Submit a Comment

Your email address will not be published. Required fields are marked *