QAV 721 — Dr No

by Cameron Reilly | May 22, 2024 | Blog, Investing Podcast, Podcast Episodes

In 721 we dis­cuss the pain of FND, why Aussie investors keep invest­ing in unprof­itable com­pa­nies, and TK does a Pulled Pork on SRV.

In the club edi­tion only: the myth of the ‘new nor­mal’, why LIC AFIC is sell­ing below its NTA, how Aussie investors can ben­e­fit from the AI boom, what we should do about cop­per prices being up, how to inter­pret the num­ber of buys going down, how often is TK is mak­ing pur­chas­es based on fac­tors out­side the num­bers, and how to inter­pret the res­ig­na­tion of the PRN CFO.