Updates on com­modi­ties and our port­fo­lios; Collins St Val­ue Fund per­for­mance vs the DP; FMG has 2 finance depar­tures; Mort­gage rate sur­vey now 6.5%; Mag­ic Mil­lions horse sales set­ting new record; QAVvers and fees saved; con­fes­sion sea­son; the lithi­um lovers are alive and kick­ing; using a home loan redraw; Terracom’s (TER) involve­ment in the inves­ti­ga­tion into poten­tial fraud; CRN CEO’s retire­ment; Is TK ful­ly invest­ed? Pulled Pork this week is Sev­en West Media (SWM).

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Major Feelgood: QAV AU #924

On this week’s show, we wade through a big news cycle: the US-Iran peace deal that forced us to dump our oil stocks, the SpaceX IPO trad­ing at a jaw-drop­ping 1,750 times PROPCAF while los­ing mon­ey, and the brief Kore­an stock mar­ket cir­cuit break­er that felt a lit­tle too dot­­com-era for com­fort. Tony does a Pulled Pork on Sun­corp Group, fresh­ly returned to the buy list after divest­ing its bank­ing arm to ANZ, and I run the num­bers on the Dogs of the Dow ver­sus QAV over five years.

Tobias Carlisle Soldier of Fortune: QAV AU #923

  Episode Overview This week we catch up with Tobias Carlisle, who joins us to talk about his new book, Sol­dier of For­tune: War­ren Buf­fett, Sun Tzu, and the Ancient Art of Risk-Tak­ing. Tony and Cam quiz Toby on the three big Berk­shire deals the book dis­sects: the…

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