A massive two hour episode (for club members) this week! We talk about Gary’s Strawman results, a final portfolio update for the FY, Tony’s SOTW (BCN), Dylan the Intern’s latest modelling on flatlines, the chart for MIL, why we sold ATL, lots of questions about using Simple Moving Averages, thoughts on DSK, why Buffett still owns Coke, and then we finish with an interview with club member James Oliver who is an auditor with a major accounting firm, and talks us through what we should be watching for when it comes to qualified audits.

TRANSCRIPT.

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QAV 722 – WELTANSCHAUUNG

In this episode, Tony provides insights into recent retail sales figures, the market’s reaction, and the concept of ‘confession season’ in the corporate world. Then he conducts a detailed ‘Pulled Pork’ segment on Stealth Group (SGI), a tool retailer, evaluating its financial health, market performance, and prospects.

In the club edition, we also discuss the reasons behind varying member performances (and our own performance), and discuss the importance of sticking to a disciplined investment model.

QAV 721 – Dr No

In 721 we discuss the pain of FND, why Aussie investors keep investing in unprofitable companies, and TK does a Pulled Pork on SRV.

In the club edition only: the myth of the ‘new normal’, why LIC AFIC is selling below its NTA, how Aussie investors can benefit from the AI boom, what we should do about copper prices being up, how to interpret the number of buys going down, how often is TK is making purchases based on factors outside the numbers, and how to interpret the resignation of the PRN CFO.

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