In the first half of this episode we’re joined by Navarre Trous­selot & Thom Ben­ny from Navexa, an online port­fo­lio plat­form, to tell us a bit about the vision for their prod­uct and what they’ve seen investors doing late­ly. Then we talk about min­imis­ing bro­ker­age fees, build­ing a port­fo­lio with lump sums, the 3PTL on VDGR, Tony’s lat­est think­ing about com­mod­i­ty sell lines, how to deal with stocks that cross their sell line but are also at the top of the score­card, and what’s going on with iron ore pro­duc­ers.

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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…

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