QAV #620 — Don Bradman

On this episode we talk about inter­est rate fears con­tin­u­ing to affect the mar­ket, PRN’s expo­sure to com­modi­ties, Buffett’s com­ments on The Intel­li­gent Investor, thoughts about remov­ing Josephines from the buy list, Don Brad­man and invest­ing, the Allkem (AKE) merg­er, a Pulled Pork on QBE, TK’s his­to­ry with com­mod­i­ty sells, buy­ing banks stocks, val­ue invest­ing arti­cle in the AFR, block/brick sizes were used in the Renko tests, does Tony ever check the stocks he holds against what their cur­rent QAV Val­ue shows, Tony’s invest­ment in FHE, the new Bret­ta­la­tor, and banks prof­its vis-a-vis inter­est rates.