Season 1, Episode 42

  Sticking To The Numbers

On this episode:

  • We have our first QAV Club sub­scriber guest — Mur­ray Bruce from Bruce Insur­ance in Perth, one of our first sub­scribers. He asks Tony a ques­tion about whether or not he is com­fort­able pur­chas­ing any share that rates well, or does he do addi­tion­al research on the com­pa­ny before mak­ing a buy.
  • We dis­cuss how much atten­tion you should pay to stock­bro­ker / invest­ment banker ‘buy’ rec­om­men­da­tions, based on an email I got this week about Scen­tre Group.
  • We talk about Mel­bourne invest­ment man­age­ment firm Six Park and whether or not they should be proud of under­per­form­ing the All Ords.
  • In our analy­sis sec­tion, we go deep on Tri­bune Resources (TBR)

 

 

 

 

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

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