As the financial year has ended, we discuss our portfolio performance, and then discuss BYE’s qualified audit, Confession season, mortgage rates, Pulled Pork is NZM, Iron Ore prices, 2nd Buy Line examples, and dollar cost averaging vs going all in.

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QAV S05E31 – How High Is Your IQ(AV)?

We bid farewell to ONJ; Portfolio update; 3PTL reminder; Catch phrase comp; Oil is almost a sell; Gold AUD no longer a sell; Pulled pork is KPG; AFIC Net Asset Backing; Is Copper a buy; Is TK fully invested currently or still being cautious; the longest period of under performance TK has experienced.

QAV S05E30 – Light and Magic

Aluminium is now a buy; CCP down on results; MLD takeover; RIO results; owner-managed companies outperform; Pulled Pork SOL; the “wine selection” of iron ore blends; YAL drop on Glencore sale; where TK gets his news during reporting season.

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