Dur­ing tur­bu­lent times, we have to have dis­ci­pline; Elon and Twit­ter; MHJ shares up on strong quar­ter­ly sales; Iron ore about $5/Ton above its fudge sell line; Pulled Pork — AMO; MQG’s cash flow; CFO of ASX Ltd has announced her depar­ture — a bad sign?

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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…

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