Hamish Dou­glass resigns from Mag­el­lan board; Rus­sia spi­ralling towards $210b default night­mare; “Asset Man­ag­er Cap­i­tal­ism”; Cop­per is a buy; GRR is now a Star Stock; MQG is back on the buy list; pulled pork on MQG; petrol and EVs; Buy Now or Lat­er; how quick­ly Tony sells; are we crazy to be sell­ing com­mod­i­ty stocks at all time highs?; IMA cor­po­rate action; under­stand­ing “right of use” assets; should we take indus­try sec­tor into account?; sell line for MAD.

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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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