Portfolio Updates, commodity updates , NCM takeover, WHC coal breakdown, RBA to lift rates, the FOMO rally, Pulled Pork on NCK, R1 trigger on commodities, a tighter sell line for MYR, What time of day does TK buy and sell, fudging AMP’s sell line, penny stocks and Rule 1, WDS commodity breakdown, and After Hours (which you don’t have to listen to if you don’t want to!).
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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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