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

QAV S05E25 – Michael Goldberg Returns

Michael Goldberg from Collins St Value Fund joins us again to talk about how they are managing the current market. This interview was conducted on June 8, so please take that into account.

QAV S05E24 – White-knuckle

This is “the white-knuckle part of the cycle”. Portfolio update. Iron ore and gold charts. Stockhistory v Stock Doctor prices. GMA and mortgage issuances. The milk stool legs. RBA and inflation. Small rods is WAY down. Wash-selling. PE contraction. Pulled pork on WDS. Benching Michael Jordan. UPST. Lots of Rule 1 questions. Buying a “wonderful company at a fair price” and ignoring sentiment.

0 Comments

Submit a Comment

Your email address will not be published.

What? A free weekly investing newsletter? Oh yes please.

Every Monday we publish a newsletter with updates on our podcast and portfolio activity. Sign up now to get your copy completely free!