Time to check your 3PTL alerts; spare a thought for poor Andrew Forrest; NCK’s results; Ophir fund performance; Portfolio updates; Reversal of fortune for BPT, back on the buy list; Some old friends return to the buy list – SUL, BFG and WHC; SGM is a scrap metal recycler tied to the iron ore price; TK mistakenly bought KAR and VEA; he also bought NWS but probably shouldn’t have; Pulled Pork is ABA; PTB enters into scheme implementation deed; JHG price/op cashflow; the outlook for REITs; banks and ‘Price to Op cashflow ratio’; TK’s thoughts on a 2nd sell line; has Tony found he has had any better or worse luck on stocks he’s repurchased after making a loss; sell line for EHL; who is our Qaverick of the Week?

Related

QAV 721 – Dr No

In 721 we discuss the pain of FND, why Aussie investors keep investing in unprofitable companies, and TK does a Pulled Pork on SRV.

In the club edition only: the myth of the ‘new normal’, why LIC AFIC is selling below its NTA, how Aussie investors can benefit from the AI boom, what we should do about copper prices being up, how to interpret the number of buys going down, how often is TK is making purchases based on factors outside the numbers, and how to interpret the resignation of the PRN CFO.

QAV 720 – Boom!

The Budget cometh, Lessons in Kindness from Buffett, and a Deep Dive into Boom Logistics.

Also in the Club edition: Reflections on Jim Simons and Quant Investing, Navigating Market Fluctuations: FND and FPR Updates, Exploring VYS’s Surge, Elon Musk’s Suggestion to Warren Buffett, Marcus has a question about applying quality score to existing holdings, Jim asks about Life 360, Stock Doctor Data Integrity Issues, Nick asks about Josephine rules, Trent asks about AGL and LNG

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