We debate the 3PTLs for ATL and AGD, talk about the recent jumps in price for AIS and CGS, the ANZ price, the lag in div­i­dend pay­ments, the results of Tony’s recent analy­sis of the per­for­mance of div­i­dend stocks in the QAV port­fo­lio, why fudge is sci­ence, the poul­try price on index­mun­di, how to man­u­al­ly replace the SD finan­cial health rat­ing, some for­mu­la changes to the the TK Mas­ter Spread­sheet, and whether or not the GCY announce­ment of high­er costs is a big enough red flag to make Tony want to sell.

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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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