On this episode we got so carried away talking about the highlights of the 2023 Berkshire Hathaway AGM, the OML drop, HotCopper pump and dumper gets prison, Light portfolios beating the benchmark, review the “The Lowest PE” rules, QAN replacing its CEO, NAB getting sold off, pulled pork on PLS, the latest RBA rate rise, the Federal budget, and reviewing the “Buy follows Sell line” and the “Latest Buy Line”, that we ran out of time for questions.
Related
Our is Not to Reason Why: QAV AU #948
Episode Overview This week we sell three stocks (PLT, CCV, and HLS) for no obvious reason, shrug, and move on. Tony does a Pulled Pork on Focus Minerals (FML), a debt-free, single-mine gold producer near…
Dogs of Gold: Inside the West African Mining Gamble: QAV AU #947
Episode Overview This week we do a deep dive on West African Resources (WAF), a gold miner operating in Burkina Faso that reads more like a Forsyth novel than a company report: private road networks through…
0 Comments