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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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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