This week we intro­duce the “Gladys” graph and the “Napoleon” line. We talk about our stocks of the week (NHC, CVW), the doom and gloom in the glob­al mar­kets and how to use QAV to stay sane, the MYR col­lapse, how to cal­cu­late the sell line for SDG post-div­i­dend, and the charts for AMI, BSE.

In the Club Edi­tion, we also talk about when to buy back into iron ore stocks like FMG, STO sen­ti­ment and oil prices, our 4E sub­mis­sion to the ASA, why RIC is a “get in quick” stock, why BXB and ANN dropped quick­ly, invest­ment struc­tures if you’re liv­ing off the div­i­dends (like TK is now), and whether Tony would con­sid­er invest­ing in some­thing like BBUS or BBOZ. All that and after hours!

Full tran­script avail­able here.

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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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