War dri­ving demand for pre­cious met­als; how to gross up the sell price of a stock going ex-div­i­dend; tech pipe dreams; new con­sen­sus tar­get date fil­ter; Denis con­tri­bu­tions; MML rev­enue drop and bad news; rebuy­ing a stock you’ve just sold; using EMA and SMA or “price change 1 month” to cal­cu­late a Josephine; is per­for­mance bet­ter over report­ing sea­son?

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

Submit a Comment

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

Secret Link