QAV 746 — King Trump

by | Nov 13, 2024 | Blog, Investing Podcast, Podcast Episodes

In this mam­moth two-and-a-half-hour marathon episode #746, we cov­ered an exten­sive range of top­ics, from Trump’s 2024 elec­tion vic­to­ry and its impli­ca­tions, to detailed analy­sis of mul­ti­ple com­pa­nies and mar­ket sec­tors. Elon Musk’s new role as Min­is­ter for Gov­ern­ment Effi­cien­cy (DOGE), port­fo­lio per­for­mance updates show­ing sig­nif­i­cant out­per­for­mance of bench­marks, and sev­er­al min­ing com­pa­ny devel­op­ments includ­ing Res­olute Min­ing’s Mali cri­sis, Lion­town Resources’ lithi­um strug­gles, the delist­ing of Namoi Cot­ton and the chal­lenges of track­ing cor­po­rate actions in Light port­fo­lios, and iron ore mar­ket chal­lenges. Cam does a pulled pork on US ship­ping com­pa­ny TeeKay Cor­po­ra­tion’s his­to­ry and oper­a­tions, and Tony does a pulled pork on Qan­tas Air­ways’ busi­ness mod­el and fleet con­cerns. The After Hours sec­tion also includ­ed dis­cus­sions about horserac­ing updates, enter­tain­ment rec­om­men­da­tions includ­ing David Ten­nant shows, and con­clud­ed with an exten­sive debate about Trump’s poten­tial impact on democ­ra­cy and dif­fer­ent per­spec­tives on fas­cism in Amer­i­ca.

QAV 745 — Sandbagging

by | Nov 5, 2024 | Blog, Investing Podcast, Podcast Episodes

We dis­cuss the RBA’s Cup Day meet­ing, TK does a ‘Pulled Pork’ on CCP’s recent per­for­mance, and quotes from ‘What Works on Wall Street’ by O’Shaugh­nessy, explor­ing key account­ing ratios and share­hold­er yield. After hours is about cycling safe­ty, Cop­po­la’s “DEMENTIA 13”, scotch eggs, and man­ag­ing celebri­ties.

QAV 744 — The Woozle Effect

by | Oct 30, 2024 | Blog, Investing Podcast, Podcast Episodes

We’re talk­ing about the impact of Sol­ly Lew’s strate­gic moves on Myer, before dis­cussing Mosa­ic Brands’ recent trou­bles, port­fo­lio reports, and Tony pro­vides a com­pre­hen­sive ‘Pulled Pork’ seg­ment on AMP. Cam dis­cuss­es the Woo­zle Effect in invest­ing and pro­vides pulled pork on one of the stocks in our U.S. port­fo­lio, Ban­co Lati­noamer­i­cano de Com­er­cio Exte­ri­or (BLX). After Hours includes updates on horse rac­ing, a rec­om­men­da­tion of the TV show ‘Bad Mon­key’, and reviews of Fritz Lang’s film ‘M’ and Kubrick­’s “Full Met­al Jack­et”.

QAV 743 — The Throat Punch

by | Oct 23, 2024 | Blog, Investing Podcast, Podcast Episodes

In this episode, Tony and Cam talk about mar­ket pre­dic­tions, and recent impres­sive gains in WGX, FND and WLFC. In the pulled pork, Tony analy­ses Redox (RDX), and then answers ques­tions about port­fo­lio strate­gies and buy­back ver­sus div­i­dend yields. The episode also fea­tures insights from O’Shaugh­nessy’s ‘What Works on Wall Street’, and After Hours has per­son­al anec­dotes about Cameron’s Kung Fu grad­ing, Tony’s horse rac­ing, reviews of clas­sic films and lit­er­ary works like ‘Pimp: The Sto­ry of My Life’ by Ice­berg Slim.

QAV 742 — Flame Trees

by | Oct 16, 2024 | Blog, Investing Podcast, Podcast Episodes

This episode — an analy­sis of Pep­per Mon­ey Lim­it­ed (PPM), Eme­co Hold­ings (EHL), Macmil­lan Shake­speare (MMS), and GTN. We dis­cuss share buy­backs, the impact of pri­vate equi­ty own­er­ship, the impor­tance of div­i­dend changes as buy/sell sig­nals, the use of three-point trend­lines in stock analy­sis, and the per­for­mance of the US dum­my port­fo­lio. We delve into O’Shaugh­nessy’s research on div­i­dends from “What Works on Wall Street”, Lefevre’s warn­ing about lis­ten­ing to bro­kers, and explore strate­gies for stocks under takeover offers. In After Hours — Den­nis Hop­per, Rick Rubin, Slow Hors­es and Kung Fu.

QAV 741 — Boringly Happy

by | Oct 9, 2024 | Blog, Investing Podcast, Podcast Episodes

In episode 741 of QAV, Tony and Cam dis­cuss fear and greed with quotes from “Rem­i­nis­cences of a Stock Oper­a­tor”, analyse West African Resources’ (WAF) mar­ket sit­u­a­tion due to Burk­i­na Faso’s polit­i­cal cli­mate, Bank of Queens­land’s (BOQ) fran­chise strate­gies, Tony’s attempts to get Chat­G­PT to help with the Kel­ly Cri­te­ri­on, answer a ques­tion about US Dum­my Port­fo­lio Strat­e­gy, and dis­cuss insights on price-to-cash flow ratios from ‘What Works on Wall Street’ by O’Shaugh­nessy. The ‘Pulled Pork’ sec­tion fea­tures an in-depth look at Adairs (ADH) and its new strate­gic direc­tion. And, of course, After Hours.

Secret Link