QAV (The Australian Investing Podcast) 335

Questions this week about NWS; Buffett buying into Barrick Gold; what a stapled security is; what Tony’s worst returning year was; whether or not we can invest in Apollo (ATL) again; and Tony’s general process during the reporting period. Then we review Tony’s recent journal updates about BFG, ADH, 8IH, HJPN and MAH.

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QAV S04E01 – The Fudge Slope

In our first episode of 2021, we review our portfolio’s CY20 performance; margin loan rates; What TK does on a daily/weekly basis for managing his portfolio; relative QAV performance of large vs mid vs small cap companies; the ‘minimum’ amount of stock someone just getting started should buy; fudging ECX and VUK; whether or not we should rebalance every so often; Tony’s views on CSL; the recent drop in the prices of some gold miners; understanding the formula in column BK of the master checklist; why companies can have a quality score of >100%; and Stock Doctor problems regarding reporting of director holdings.

QAV S03E64 – 2020 Highlights

This is my highlight show for 2020. Obviously, from an investing perspective, 2020 was all about how to handle Australia’s first recession in 30 years and a major market correction, so I’ve pulled together some of Tony’s comments on those subjects in the first half of the year. To finish off the episode, I picked a couple of clips of TK talking about the miracle of compounding and why investors need to embrace volatility.

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