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
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