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

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…

0 Comments

Submit a Comment

Your email address will not be pub­lished. Required fields are marked *

Secret Link