We chat with Luke “The Gib­bon­a­tor” Gib­son about his QAV-based YouTube chan­nel “The Gib­son Hus­tle”, about cop­per becom­ing a sell, iron ore becom­ing a buy, whether or not BHP is an iron ore or a cop­per com­pa­ny, Nufarm chem­i­cals, and Magellan’s woes.

In the club edi­tion, we also talk about plat­inum becom­ing a buy again, AJL’s qual­i­fied audit, our stocks of the week (GRR, GWR), if we should sell any stock that drops below 10% at any time, ATL’s merg­er news (ugh), how to trade dur­ing bull, bear and roo mar­kets, BSL and iron ore, val­ue price vs fair price, and CDD’s cap­i­tal return. Then in after hours, it’s a lot of Bea­t­les talk again!

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