338 QAV QAV (The Australian Investing Podcast)
Should we buy stocks on our buy list from the Top Down or the Bottom Up? That’s the question we try to answer this week. Apart from that, we’re delving into some questions of my own about TK’s checklist, as well as listener questions about NTD, FMG, CCP and, in overtime (that’s what I’m calling the QAV Club section now), Tony walks us through how he updates the checklist.
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

QAV 722 – WELTANSCHAUUNG

In this episode, Tony provides insights into recent retail sales figures, the market’s reaction, and the concept of ‘confession season’ in the corporate world. Then he conducts a detailed ‘Pulled Pork’ segment on Stealth Group (SGI), a tool retailer, evaluating its financial health, market performance, and prospects.

In the club edition, we also discuss the reasons behind varying member performances (and our own performance), and discuss the importance of sticking to a disciplined investment model.

QAV 721 – Dr No

In 721 we discuss the pain of FND, why Aussie investors keep investing in unprofitable companies, and TK does a Pulled Pork on SRV.

In the club edition only: the myth of the ‘new normal’, why LIC AFIC is selling below its NTA, how Aussie investors can benefit from the AI boom, what we should do about copper prices being up, how to interpret the number of buys going down, how often is TK is making purchases based on factors outside the numbers, and how to interpret the resignation of the PRN CFO.

0 Comments

Submit a Comment

Your email address will not be published.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