This week we discuss the current status of the Zimplats (ZIM) audit, Tony’s stock of the week, his recent journal entries, Kelly Partners (KPG), GuruFocus, and the KMD CEO. Jenny’s book, The Gist Of Generosity, is available now.

Transcript available here.

 

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QAV #708 – Buridan’s Ass (fixed)

This week: The market remains buoyant on the back of positive earnings, DTL crashes 22%, Buridan’s Ass, Pulled Pork AGL.

Also in the Club edition: Darryl’s portfolio analysis, Magnificent 7 profits now exceed almost every country in the world, SD ASX 300 change, Jordan’s Renko and hugline regression testing.

QAV #707 – Three Men and a Tiger

This week: Market and portfolio updates; Nick Scali and Myer jump on profit results; the pitfalls of passive investing; the cracks deepen beneath the market’s surface; Woodside Santos merger collapsed; pulled pork on MME.

Also in the Club edition:
Lithium execs goolies; McDonald’s records first sales miss; Stock tips are for patsies; Matt Walker’s regression testing system; Three Men Make a Tiger; NWS shares in Stock Doctor; WAF’s forecast earnings.

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