On this episode, we talk about our portfolio performance, our SOTW, Colin Nicholson’s three market stages, Jack Bogle’s fourth law of motion, if SSG is a sell, the value of private banking, the idea of using increasing equity per share, and investing in Early Stage Innovation Companies.
Charts of the week.
IGL 2021-04-27_13-17-17
SSG 2021-04-27_12-50-15
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In this episode, Tony and Cam discuss recent commodity declines and a gold price surge and what it all means, as well as recent Brettalator issues and portfolio updates. Tony reads from ‘What Works on Wall Street’ talking about how value investing sustains through market bubbles.
The ‘Pulled Pork’ segment features Cash Converters, analysing its business model, regulatory impact and growth potential. a big punt
In After Hours, they also discuss low-budget films, William Shatner’s intense role in ‘The Intruder,’ and Nick Cave’s new album ‘Wild God.’ The conversation shifts to Allan Lichtman’s election predictions, Lachlan Murdoch, and a Brett Whiteley art exhibition.
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