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.

Related

From Value to Growth: NWH — QAV AU #929

Episode Overview This week we do a deep dive Pulled Pork on NRW Hold­ings (NWH), the Perth-based engi­neer­ing and min­ing ser­vices con­trac­tor that has surged 123% in the past year and sits com­fort­ably in a few of…

Phigital Monopoly: IGL — QAV AU #928

Episode Overview This week we pay trib­ute to Sam Neill, run through a bunch of impres­sive mem­ber FY results (includ­ing one bloke who beat the mar­ket by 8.5 times), and debate whether Brent crude is a buy or a…

0 Comments

Submit a Comment

Your email address will not be pub­lished. Required fields are marked *

Secret Link