This week we’re con­grat­u­lat­ing Brett and Rowan on their per­for­mance, talk­ing about KPT turn­ing into KIL, ZGL’s sud­den col­lapse, new ANZ num­bers, the iron ore chart fudge, our top three per­form­ing stocks from last week, Tony’s stock tips of the week (IMA and AMI), whether we should hold for a min­i­mum of 12 weeks, GCY’s PE his­to­ry, what Lev­el 5 of QAV might look like, explain­ing the flat bot­tom rule again, ‘mas­sag­ing’ the process, new bank rate, and behav­iour­al shifts for becom­ing bet­ter investors.

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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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