QAV 331 art

Anoth­er 90 minute Club episode this week! Investor, entre­pre­neur, unem­ployed shoe sales­man and new board mem­ber of The Aus­tralian Share­hold­ers Asso­ci­a­tion, Steven Mabb, joins us to talk about the val­ue that the ASA brings to retail share­hold­ers and tries to sell Tony on becom­ing a mem­ber. Then we get into this week’s ques­tions, includ­ing how long Tony waits before sell­ing a “non-per­form­ing” stock; whether or not TK would sell a stock in his port­fo­lio because it’s QAV score dropped below 0.1; whether or not TK would wait to see what the US mar­ket does before he buys some­thing local­ly; and whether or not he has tried apply­ing Ben­jamin Gra­ham’s for­mu­la for cap­i­tal­iza­tion rates for growth stocks.

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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.…

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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.

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…

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