The 2021 Buffett newsletter; Why we sold HAW & RMS; how important is negative EPS; the impact of unlisted share options; the high prices of the banking sector; Tony’s thoughts on Dividend reinvestment plans; and Tony’s thoughts on investing through high inflation or high interest rate environments such as the 1980s.
Related
From Value to Growth: NWH — QAV AU #929
Episode Overview This week we do a deep dive Pulled Pork on NRW Holdings (NWH), the Perth-based engineering and mining services contractor that has surged 123% in the past year and sits comfortably in a few of…
Phigital Monopoly: IGL — QAV AU #928
Episode Overview This week we pay tribute to Sam Neill, run through a bunch of impressive member FY results (including one bloke who beat the market by 8.5 times), and debate whether Brent crude is a buy or a…
0 Comments