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.
Related
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…
0 Comments