This week we recorded while I was staying with Tony down at Cape Schanck! We talked about the collapse of BPT, why ATL is our SOTW,  the highlights of the Berkshire Hathaway 2021 AGM, the importance of price to cashflow in our checklist, Stock Doctor’s coverage of A2 Milk, why companies issue new shares at a steep discount, MML’s 3PTL buy line, gold miners and market cycles, why BOQ dropped off the buy list, and then I get Tony to tell the story about how he bought his Cape Schanck property 22 years ago using his winnings from winning trivia competitions on TV and radio. Finally, I passed the microphone around after our QAV Club dinner in Melbourne and asked the folks there to talk about what they have learned from the podcast. 

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QAV #709 – The Architect (fixed)

This week: We discuss our favourite bits of Buffett’s new annual letter, and Tony does a pulled pork on Vulcan Steel (VSL).

Also in the Club Edition: We discuss the results of a new 20% Rule 1 simulation, Reporting Season News, LNG is a sell, Data shows Cathie Wood’s Ark is one of the worst funds, NVIDIA results, and TK’s perspective on ‘Losing too many stocks’ to M&A.

QAV #708 – Buridan’s Ass (fixed)

This week: The market remains buoyant on the back of positive earnings, DTL crashes 22%, Buridan’s Ass, Pulled Pork AGL.

Also in the Club edition: Darryl’s portfolio analysis, Magnificent 7 profits now exceed almost every country in the world, SD ASX 300 change, Jordan’s Renko and hugline regression testing.

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