Season 3, Episode 06

 Listen To The Numbers

Tony walks us through his decision to buy some STO shares last week (as per the email we sent to QAV Club members on Friday). Below is the three point trend line chart showing how it breached late last week.

Tony then answers some member questions about Stanmore Coal, how listed investment vehicles lend themselves to QAV analysis, the KMT rights issue, and Roger Montgomery’s recent article.

REMEMBER: QAV IS NOT A CULT. YET.

Tony’s birthday whisky  – Michel Couvreur Overaged Malt Whisky.

 

EPISODE TRANSCRIPT

 

PLEASE NOTE:

IF YOU WANT TO GET THE MOST OUT OF THE SHOW & LISTEN TO A MULTI-MILLIONAIRE INVESTOR TALK TO YOU ABOUT HOW HE THINKS ABOUT STOCKS FOR A FULL HOUR EVERY WEEK….

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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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