We are very excited today to have Kien Trinh, the Head of Research from Lincoln Indicators (the company behind Stock Doctor) on our show! Kien talked to us about why Stock Doctor is such a powerful tool for serious investors.
Michael Goldberg, one of the principals and founders of Collins St Value Fund, was kind enough to talk to us for 90 minutes yesterday about how CSVF became one of the best performing funds in Australia, achieving a 13.5 percent return in 2019–20 compared with the ASX 200 Index which was down 7.7 percent.
Another 90 minute Club episode this week! Investor, “unemployed shoe salesman” and new board member of The Australian Shareholders Association, Steven Mabb, joins us to talk about the value that the ASA brings to retail shareholders and tries to sell Tony on becoming a member. Then we get into this week’s questions, including how long Tony waits before selling a “non-performing” stock; whether or not TK would sell a stock in his portfolio because it’s QAV score dropped below 0.1; whether or not TK would wait to see what the US market does before he buys something locally; and whether or not he has tried applying Benjamin Graham’s formula for capitalization rates for growth stocks.
Tony’s stock broker of 25+ years, Alex Hay, a partner at broking firm EL&C Baillieu, joins us again today to talk about the different kinds of buy & sell orders and how to use them. Outside of that, Tony and I also talk about our dummy portfolio, which made it back into the black, and some excel formula errors we’ve picked up recently in the checklist.
Here’s our recent chat with Tobias Carlisle, author of several books on value investing, including ‘The Acquirer’s Multiple: How the Billionaire Contrarians of Deep Value Beat the Market’, and the managing director of The Aquirers Fund.
Today we chat with Elio D’Amato, Host of Spotee, Independent investment expert and former Executive Director at Lincoln Indicators.