As we’re joined by special guest Taylor Reilly, we talk about flatulent labels, redefining how a stock comes out of being a Josephine, our portfolio performance for the FY, a pulled pork on CCP, Greenblatt and LEAPS, when to sell after a 3PTL breach, should MAM be on the list, what to do with stocks we get from a demerger, what to do with MXI, more about property v shares, and and whether or not we need to check for a qualified audit if it’s an ASX200/300 company.
Related
Alan Kohler Returns: Bubbles, Housing, and Why ETFs Won’t Save You — QAV AU #933
Episode Overview This week we sit down with Alan Kohler for his first return to the show since May 2019, covering everything from whether the ASX is in a bubble, to housing affordability, superannuation, and…
Flying Under the Radar: Alex Passmore, CEO, NMG — QAV AU #932
Episode Overview This week we sit down with Alex Passmore, CEO of New Murchison Gold (NMG), the only stock that made our buy list this week. Alex walks us through the Crown Prince open pit operation near Meekatharra, why NMG’s all-in sustaining costs look high…

0 Comments