We chat with James Holt, Direc­tor, Invest­ment Solu­tions at Per­pet­u­al, then get into news and Q&A. This week Tony answers your ques­tions about how com­pa­nies set their share price for a float, the appli­ca­tion of Rule #1 vs. wait­ing for the sell line, shares that don’t seem to reg­is­ter any trade move­ments, how to build a QAV port­fo­lio more weight­ed to div­i­dend pay­ing stocks, whether or not to elim­i­nate exist­ing hold­ings in ETFs from a QAV port­fo­lio, and whether Tony has ever looked at a chart and thought I’m not buy­ing that even though the num­bers are good.

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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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