Season 3, Episode 14
Tony talks about some of his recent “musings” regarding bank stocks and comparing the results of his analysis of using Stock Doctor filters versus our three-point trend lines. Then we talk about his reasons for our recent portfolio buys and sells.
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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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.
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.