Season 1, Episode 38

 The Negroni Method

In this week’s jam packed episode, we answer the fol­low­ing ques­tions from new sub­scriber Tess in Mel­bourne:

1. Dur­ing report­ing sea­son, how do you decide which com­pa­nies to put through the check­list giv­en there are 2000 or so list­ed com­pa­nies on the ASX?
2. The AFR new 52 week high tables have not been avail­able since July, is there any oth­er place I can source this info or can you rec­om­mend an alter­na­tive strat­e­gy for pick­ing stocks to analyse?
3. I would like to be able to per­form my own finan­cial strength analy­sis as I do not have stock doc­tor. Cameron went over this briefly in one of your ear­li­er episodes but there are some gaps in my knowl­edge.

We also talk about the Sohn Hearts and Minds con­fer­ence that’s hap­pen­ing this week as well as the Wil­son Asset Man­age­ment Share­hold­er Pre­sen­ta­tions that are hap­pen­ing at the moment.

Tony also reveals his cur­rent favourite drink and talks a lit­tle about what he’s read­ing at the moment.

In our club episode, we analyse CSG Lim­it­ed (CSV). 

Please note: If you want to lis­ten to the pre­mi­um con­tent, sign up to QAV CLUB.