This week on the show: APT is bigger than TLS! Why BTC is “rat poison squared”. Why Tony’s stocks of the week are NTD, MHJ and JBH. We discuss non-performing stocks, the ECX fudge, old NZO data, RRL’s buy price, the challenger system, stocks with a low ADT, analysing ETF and LIC stocks, and Tony’s column for new positive cashflow.

Transcript available here.


QAV S04E04 – The Naughty Corner

Hedge funds v Reddit. Ray Dalio on Bitcoin. Tony’s journal entries. Portfolio update. Regression testing Tobias Carlisle. TK’s “war stories” of the ’99/’00 bubble. CCV 3PTL Sentiment. KRM coming out the naughty corner. SD cashflow. Index Mundi data dates.

QAV S04E03 – Capitulation

This week: ASX lower on fears of US bubble. Howard Marks’ capitulation. Ray Dalio’s thoughts on a coming US civil war. Using Gross Revenue Growth per Share to value “growth” stocks. Stock of the week – KRM. Using a logarithmic price scale. Tony’s thoughts on the Blue-Chippers in the ASX. Determining ‘Consistently Increasing Equity’. Defining ‘recent positive upturn’. Reasons to sell. NTD and the AUD. Waiting for reporting season. How to apportion additional funds. Sell lines for GGE, NHC, ESS.


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