RBA and rates, Coal, Iron Ore and Gold are all buys, Portfolio update, bank dividends, Clough collapse and BPT, Pulled pork AGG, trailing stop losses, inflationary pressures, how TK comes up with hurdle rates, C6C selling it’s Australian assets, IRR v CAGR, share buybacks, how to get to Berkshire’s 2023 AGM. Blackstone to limit redemption requests, the impact of the gas price cap.


QAV #709 – The Architect (fixed)

This week: We discuss our favourite bits of Buffett’s new annual letter, and Tony does a pulled pork on Vulcan Steel (VSL).

Also in the Club Edition: We discuss the results of a new 20% Rule 1 simulation, Reporting Season News, LNG is a sell, Data shows Cathie Wood’s Ark is one of the worst funds, NVIDIA results, and TK’s perspective on ‘Losing too many stocks’ to M&A.

QAV #708 – Buridan’s Ass (fixed)

This week: The market remains buoyant on the back of positive earnings, DTL crashes 22%, Buridan’s Ass, Pulled Pork AGL.

Also in the Club edition: Darryl’s portfolio analysis, Magnificent 7 profits now exceed almost every country in the world, SD ASX 300 change, Jordan’s Renko and hugline regression testing.


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