As we’re joined by spe­cial guest Tay­lor Reil­ly, we talk about flat­u­lent labels, redefin­ing how a stock comes out of being a Josephine, our port­fo­lio per­for­mance for the FY, a pulled pork on CCP, Green­blatt and LEAPS, when to sell after a 3PTL breach, should MAM be on the list, what to do with stocks we get from a demerg­er, what to do with MXI, more about prop­er­ty v shares, and and whether or not we need to check for a qual­i­fied audit if it’s an ASX200/300 com­pa­ny.

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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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