Season 2, Episode 8

  Tony’s Mankini

Tony talks about the UNV offer and why we sold it last week and CSV’s recent acqui­si­tion, which took it out of our port­fo­lio. To answer a ques­tion from QAV Club mem­ber Nick B, we also talk more about when and why Tony will exit a stock. Our Stock Of The Week is AQG, Alac­er Gold. And then, we watch in amuse­ment as the ASX dives while we are record­ing the episode and Tony explains why, as a val­ue investor, he wor­ries more about his golf swing than he does and ups and downs of “Mr Mar­ket”.

 

PLEASE NOTE:

IF YOU WANT TO GET THE MOST OUT OF THE SHOW & LISTEN TO A MULTI-MILLIONAIRE INVESTOR TALK TO YOU ABOUT HOW HE THINKS ABOUT STOCKS FOR A FULL HOUR EVERY WEEK.…

Related

Flying Under the Radar: Alex Passmore, CEO, NMG — QAV AU #932

  Episode Overview This week we sit down with Alex Pass­more, CEO of New Murchi­son Gold (NMG), the only stock that made our buy list this week. Alex walks us through the Crown Prince open pit oper­a­tion near Meekathar­ra, why NMG’s all-in sus­tain­ing costs look high…

0 Comments

Submit a Comment

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

Secret Link