Lots of sell­ing, not much to buy; The MAXIMS of QAV; RMS makes takeover offer yes­ter­day for BRB; Bank Hybrids wiped out in UBS takeover of Cred­it Suisse; Banks and trust; Pulled pork : Ooh Media (OML); update on heavy min­er­al sands prod­ucts; what to do when you have a com­mod­i­ty sell, but the day you’re going to sell it, the price is going up; the size and dan­ger of ETFs; insights on the lithium/battery mar­ket; diver­si­fi­ca­tion with cor­po­rate bonds; South African cor­rup­tion.

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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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