QAV (The Australian Investing Podcast) 335

Ques­tions this week about NWS; Buf­fett buy­ing into Bar­rick Gold; what a sta­pled secu­ri­ty is; what Tony’s worst return­ing year was; whether or not we can invest in Apol­lo (ATL) again; and Tony’s gen­er­al process dur­ing the report­ing peri­od. Then we review Tony’s recent jour­nal updates about BFG, ADH, 8IH, HJPN and MAH.

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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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