This week we talk about MIL’s “Emphasis of Matter”, MXI’s trading halt, MTO’s sell line, MML’s sell line, ABA’s buy line, WWG’s QAV score, investing in QAV to build up a deposit for a property, Tony’s pulled pork is HZN, CBA’s sell line, MQG’s sell line, the oil price’s sell line, ANZ’s sell line, tailwinds, using EV/EBITDA, XRO’s sell line, how Tony defines an uptick, and our guest today (club edition only) is Alison Harrington, Brisbane Convenor and Education Officer Qld for the Australian Shareholders’ Association, who talks about women in investing.
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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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