Portfolio benchmarking, RBA interest rate rise, Thermal Coal sell line, JHG dividend, what to do when you R1 a stock that’s on top of the buy list (IMA), Wheat price on the rise, new Berkshire book, SUL trading update, WHC — MOAB Away, The FAANG index, Oil and Copper are a buy, what about Aluminium, MQG Results are in, Pulled Pork GNG, DRP vs DSSP
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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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