On today’s show: AJO quits. Unemployment in Oz at record levels. What does Tony do when he finds a “screaming buy” but can’t understand the underlying rational for the business? Calculating the SSG 3PTL sell price. Net Operating Cashflow vs Net Equity.
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
Dogs of Gold: Inside the West African Mining Gamble: QAV AU #947
Episode Overview This week we do a deep dive on West African Resources (WAF), a gold miner operating in Burkina Faso that reads more like a Forsyth novel than a company report: private road networks through…
The Gas Under Your Feet: Amplitude Energy and the Case for Boring Domestic Supply: QAV AU #946
Episode Overview This week we kick off with a riff on why being part of an investing community matters as much as any checklist, drawing a line from AA meetings to kung fu to keeping your portfolio away from…
0 Comments