QAV (The Australian Investing Podcast) 335

Michael Goldberg, one of the principals and founders of Collins St Value Fund, was kind enough to talk to us for 90 minutes yesterday about how CSVF became one of the best performing funds in Australia, achieving a 13.5 percent return in 2019-20 compared with the ASX 200 Index which was down 7.7 percent.

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….

If you’d like a chance to win a prize, write a funny or insightful review on iTunes. Click here to go straight to our iTunes page.

Related

S03E42 – Boring Is Beautiful

We start off talking about our Year One result for the QAV portfolio. Is 6.3% a good result in the current market? Questions this week include topics about how quickly Tony sells once a stock breaches its sell line; CCP’s price drop; Macquarie Group’s (MQG) profit hit; whether or not Tony went to 100% cash after COVID; what to do when half of your buy list have negative sentiment; and the Alacer Gold and SSR Mining merger.

0 Comments

Submit a Comment

Your email address will not be published. Required fields are marked *

Free Weekly Newsletter

Would you like a free copy of our weekly newsletter?