Why investing is a little like musical chairs at the moment; why we should like it when the market makes mistakes; Apple announces BNPL service; changes to cash rate; Pulled Pork on PGL; Yancoal takeover update; Iron Ore no longer a Josie; fundie performance limited by short-termism; how to stay sane during corrections; reporting of qualified audits in half-yearly reports.
Related
Dogs of Gold: Inside the West African Mining Gamble: QAV AU #947
Episode Overview This week we do a deep dive on West African Resources (WAF), a gold miner operating in Burkina Faso that reads more like a Forsyth novel than a company report: private road networks through…
The Gas Under Your Feet: Amplitude Energy and the Case for Boring Domestic Supply: QAV AU #946
Episode Overview This week we kick off with a riff on why being part of an investing community matters as much as any checklist, drawing a line from AA meetings to kung fu to keeping your portfolio away from…

0 Comments