On this episode: GME update; BNPL stocks to be reg­u­lat­ed in the UK; Roger Mont­gomery says there’s no ASX bub­ble; Stock Doc­tor com­mod­i­ty pric­ing; NCK is TK’s Stock of the Week; our port­fo­lio EOM report; VUK cash­flow; invest­ing based on com­mod­i­ty prices; if TK would use options; what TK would do if there were two stocks with sim­i­lar scores; and is a buy/sell acti­vat­ed if price cross­es over the line intra-month?

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Major Feelgood: QAV AU #924

On this week’s show, we wade through a big news cycle: the US-Iran peace deal that forced us to dump our oil stocks, the SpaceX IPO trad­ing at a jaw-drop­ping 1,750 times PROPCAF while los­ing mon­ey, and the brief Kore­an stock mar­ket cir­cuit break­er that felt a lit­tle too dot­­com-era for com­fort. Tony does a Pulled Pork on Sun­corp Group, fresh­ly returned to the buy list after divest­ing its bank­ing arm to ANZ, and I run the num­bers on the Dogs of the Dow ver­sus QAV over five years.

Tobias Carlisle Soldier of Fortune: QAV AU #923

  Episode Overview This week we catch up with Tobias Carlisle, who joins us to talk about his new book, Sol­dier of For­tune: War­ren Buf­fett, Sun Tzu, and the Ancient Art of Risk-Tak­ing. Tony and Cam quiz Toby on the three big Berk­shire deals the book dis­sects: the…

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