June 2020 Report

While our portfolio went down again in June, as the markets woke up to the realisation that the economy might not bounce back from covid-19 as quickly as they hoped, we’re still out-performing the XAOA by a healthy margin.

Sydney Dinner June 2020

We had our second QAV Club dinner in Sydney in June 2020. Great conversations, a lot of laughs, some hot gossip, and a little bit of a chat about investing. Thanks to Paul, Eleni, Cam and Andrew for making it a special night.

S03E25 – The Fudge

On this episode we talk about Tony’s recent journal entries regarding ADH, WSA and SFR, then we answer your questions about why we might invest in companies with poor financial health scores on Stock Doctor; why Tony isn’t a “range trader”; how Tony would start a new fund with only $10K; whether or not we should wait until reporting season before investing; definitions of “positive sentiment”; and the current takeover of IFN.

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