QAV S04E46 — The Three Fingers

by | Nov 16, 2021 | Blog, Investing Podcast, Podcast Episodes | 0 comments

This week: miss­ing the SUN sell; New Bret­ta­la­tor ver­sion; keep­ing an eye on the sell lines for the stocks of the week; the three fin­gers of the econ­o­my; the MQG SPP; the WAF SPP; Top 3 Dum­my Port­fo­lio stocks for the week; NAB is removed from the Buy list; SA enquiry into Kan­ga­roo Island port; CCP and STO fessed up to Job Keep­er; BPT CEO resigns sud­den­ly; Why did FMG rise when Iron Ore dropped; GAP price drop after fore­cast­ing a loss for the half; Stocks Of The Week — ATP & SUL.

In the Club: is it best to buy from the top of the list or with new entries; the psy­chol­o­gy of buy­ing shares at all time highs; and avoid­ing get­ting lost in the micro weeds.

Free Pod­cast Archives

NAV 2021–11-16_14-32–31-squashed

BPT 2021–11-14_20-41–44-squashed

CNU 2021–11-16_13-27–51-squashed

IPL 2021–11-16_15-39–32-squashed

Related

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…

0 Comments

Submit a Comment

Your email address will not be pub­lished. Required fields are marked *

Secret Link