The Kohler Effect. Broker Speak. ETF surge. Rudi on Value. The “Buffett indicator”. Stock of the week – BOQ. On market share buyback facilities. GDG and Pooled Development Fund (PDF). Reporting season patterns. MSV impairment announcement. Last Period Analysed column. KRM care and maintenance. VUK sell line.

Transcript here.

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QAV S04E05 – QAV THE MOVIE

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 with similar scores; and is a buy/sell activated if price crosses over the line intra-month?

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