QAV - The Schrödinger

Here’s our recent chat with Tobias Carlisle, author of sev­er­al books on val­ue invest­ing, includ­ing ‘The Acquir­er’s Mul­ti­ple: How the Bil­lion­aire Con­trar­i­ans of Deep Val­ue Beat the Mar­ket’, and the man­ag­ing direc­tor of Acquir­ers Funds. You can check out ZIG, fol­low him on Twit­ter and lis­ten to his pod­cast (the num­ber one invest­ing pod­cast in Kaza­khstan!).

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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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