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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In this episode, Tony and Cam discuss recent commodity declines and a gold price surge and what it all means, as well as recent Brettalator issues and portfolio updates. Tony reads from ‘What Works on Wall Street’ talking about how value investing sustains through market bubbles.
The ‘Pulled Pork’ segment features Cash Converters, analysing its business model, regulatory impact and growth potential. a big punt
In After Hours, they also discuss low-budget films, William Shatner’s intense role in ‘The Intruder,’ and Nick Cave’s new album ‘Wild God.’ The conversation shifts to Allan Lichtman’s election predictions, Lachlan Murdoch, and a Brett Whiteley art exhibition.
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