Season 2, Episode 2

 The Property Equation

Tony answers some questions from listener Jamie in Perth about he views having a balance between property and shares in his portfolio.

He also talks about a couple of investing books he’s been reading (“The Man Who Solved the Market” and “What it Takes”).

And in our Club edition we analyse BSL – Bluescope Steel.

 

 

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Related

QAV S05E25 – Michael Goldberg Returns

Michael Goldberg from Collins St Value Fund joins us again to talk about how they are managing the current market. This interview was conducted on June 8, so please take that into account.

QAV S05E24 – White-knuckle

This is “the white-knuckle part of the cycle”. Portfolio update. Iron ore and gold charts. Stockhistory v Stock Doctor prices. GMA and mortgage issuances. The milk stool legs. RBA and inflation. Small rods is WAY down. Wash-selling. PE contraction. Pulled pork on WDS. Benching Michael Jordan. UPST. Lots of Rule 1 questions. Buying a “wonderful company at a fair price” and ignoring sentiment.

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