On this episode we talk about find­ing ASX300 stocks, CGF is the pulled pork, range trad­ing, buy­ing and sell­ing dur­ing report­ing sea­son, Rule #2, cal­cu­lat­ing port­fo­lio returns for volatile port­fo­lios, nat­ur­al gas, pal­la­di­um, nick­el and alu­mini­um stocks, tak­ing qual­i­ty of man­age­ment into con­sid­er­a­tion, the CBA off mar­ket buy back, the MXI 5:1 con­sol­i­da­tion, sell lines for stocks going ex-div­i­dend and our TV, movie and music rec­om­men­da­tions! Tran­script here. 

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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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