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….

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Michael Goldberg from Collins St Value Fund joins us again to talk about how they are managing the current market. This interview was conducted on June 8, so please take that into account.

QAV S05E24 – White-knuckle

This is “the white-knuckle part of the cycle”. Portfolio update. Iron ore and gold charts. Stockhistory v Stock Doctor prices. GMA and mortgage issuances. The milk stool legs. RBA and inflation. Small rods is WAY down. Wash-selling. PE contraction. Pulled pork on WDS. Benching Michael Jordan. UPST. Lots of Rule 1 questions. Buying a “wonderful company at a fair price” and ignoring sentiment.

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