This week we’re congratulating Brett and Rowan on their performance, talking about KPT turning into KIL, ZGL’s sudden collapse, new ANZ numbers, the iron ore chart fudge, our top three performing stocks from last week, Tony’s stock tips of the week (IMA and AMI), whether we should hold for a minimum of 12 weeks, GCY’s PE history, what Level 5 of QAV might look like, explaining the flat bottom rule again, ‘massaging’ the process, new bank rate, and behavioural shifts for becoming better investors.
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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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