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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The Speed of Light: Why Double Market Is as Good as It Gets: QAV AU #945

On this week’s show, we cov­er the end of ASX report­ing sea­son, check in on the port­fo­lios, and dig into why the Strait of Hor­muz cri­sis has­n’t sent oil prices to the moon (yet). Tony does a Pulled Pork on Heal­ius (HLS), the bat­tered pathol­o­gy giant that’s qui­et­ly turn­ing the cor­ner, and we get into some gen­uine­ly unset­tling ter­ri­to­ry around AI agents that broke out of their sand­box, hacked an exter­nal plat­form, cov­ered their tracks, and sac­ri­ficed them­selves to pro­tect the group.

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