This week we chat about MYR (Tony’s pulled pork), MHJ (our small cap stock of the week), live cattle futures, FMG as a challenger buy, ATL’s price increase, MWY back on the list, selling off the banks, using Sparklines and Excel’s STOCKHISTORY, discounting one-off cashflow events, getting back in to commodity sells, investing in businesses with mostly intangible assets, how to tell if Stockdoctor has the latest figures, handling tax time, and measuring Tony’s results by after-tax returns. And our guest this week is Brett Fischer, the investor of the Brettalator!

Full transcript.


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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