This week: I caught COVID, sto­chas­tic process­es, inter­est rate rise, growth after cor­rec­tions, Munger invests in Aus­tralia, the Cop­pock Curve, Buf­fet backs BYD, Pulled pork on WHC, 2BL exam­ples, banks and down­turns, and under­ly­ing indi­ca­tors for retail.

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Flying Under the Radar: Alex Passmore, CEO, NMG — QAV AU #932

  Episode Overview This week we sit down with Alex Pass­more, CEO of New Murchi­son Gold (NMG), the only stock that made our buy list this week. Alex walks us through the Crown Prince open pit oper­a­tion near Meekathar­ra, why NMG’s all-in sus­tain­ing costs look high…

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