QAV Blog

On this episode we talk about inter­est rate fears con­tin­u­ing to affect the mar­ket, PRN’s expo­sure to com­modi­ties, Buffett’s com­ments on The Intel­li­gent Investor, thoughts about remov­ing Josephines from the buy list, Don Brad­man and invest­ing, the Allkem (AKE) merg­er, a Pulled Pork on QBE, TK’s his­to­ry with com­mod­i­ty sells, buy­ing banks stocks, val­ue invest­ing arti­cle in the AFR, block/brick sizes were used in the Renko tests, does Tony ever check the stocks he holds against what their cur­rent QAV Val­ue shows, Tony’s invest­ment in FHE, the new Bret­ta­la­tor, and banks prof­its vis-a-vis inter­est rates.

On this episode we got so car­ried away talk­ing about the high­lights of the 2023 Berk­shire Hath­away AGM, the OML drop, Hot­Cop­per pump and dumper gets prison, Light port­fo­lios beat­ing the bench­mark, review the “The Low­est PE” rules, QAN replac­ing its CEO, NAB get­ting sold off, pulled pork on PLS, the lat­est RBA rate rise, the Fed­er­al bud­get, and review­ing the “Buy fol­lows Sell line” and the “Lat­est Buy Line”, that we ran out of time for ques­tions.