QAV S04E31 — Rule #1

by | Aug 3, 2021 | Investing Podcast, Podcast Episodes | 0 comments

This week we talk about why MML crashed after it announced its quar­ter­ly results. How Tony uses “Rule #1” to avoid los­ing mon­ey. Lots of inter­est­ing things going on with oil at the moment. How merg­ers and acqui­si­tions can be a sig­nal of late mar­ket cycle behav­iour. Why FMG’s huge div­i­dend pay­out is a sig­nal of things chang­ing with the com­pa­ny. RIO’s results in Stock Doc­tor. How Tony updates his score­card in the ear­ly stages of report­ing sea­son. His pulled pork this week is CCV. How to cal­cu­late the per­for­mance of a port­fo­lio with a lot of cap­i­tal in and out flows. And the idea of adding ROE>20% as an item to the check­list.

Tran­script avail­able here. 

Free Pod­cast Archives

Related

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…

0 Comments

Trackbacks/Pingbacks

  1. Tran­script for #431 | QAV Invest­ing Pod­cast — […] QAV 431 Club […]

Submit a Comment

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

Secret Link