Anoth­er RBA rate rise; BRI’s under­ly­ing com­mod­i­ty; ASIC sues Mer­cer Super; GNC maps to bushel prices; LAU & IGL made the S&P All Ordi­nar­ies; Ger­ry Har­vey wheels out his old mate­r­i­al; Guy Debelle pops up at Super Fund; Sol­ly Lew creeps anoth­er 3% up the Myer share reg­is­ter; Mort­gage Rate sur­vey sees inter­est rates back to 6.48%; Alex Hay on WHC own­er­ship move­ments; Pulled pork on Duratec (DUR); TK’s exper­i­ments with sell­ing stocks that are no longer on the buy list; TKs view on the neg­a­tive mar­ket reac­tion to both CLX and DDH.

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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.

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  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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