QAV #707 — Three Men and a Tiger

by | Feb 14, 2024 | Blog, Investing Podcast, Podcast Episodes

This week: Mar­ket and port­fo­lio updates; Nick Scali and Myer jump on prof­it results; the pit­falls of pas­sive invest­ing; the cracks deep­en beneath the market’s sur­face; Wood­side San­tos merg­er col­lapsed; pulled pork on MME.

Also in the Club edi­tion:
Lithi­um execs goolies; McDonald’s records first sales miss; Stock tips are for pat­sies; Matt Walker’s regres­sion test­ing sys­tem; Three Men Make a Tiger; NWS shares in Stock Doc­tor; WAF’s fore­cast earn­ings.

QAV #706 — The Anti-QAV

by | Feb 7, 2024 | Blog, Investing Podcast, Podcast Episodes

This week on QAV:
Mar­ket hit all time high, then retreat­ed… because of McDon­alds in Gaza?!; Port­fo­lio report; pulled pork on Met­cash (MTS).

In the Club edi­tion:
CCP results and share price; Sys­tem Jus­ti­fi­ca­tion The­o­ry; Elon’s Tes­la strat­e­gy; Jordan’s regres­sion test­ing; hedg­ing QAV with Growth stocks (aka the Anti-QAV); RBA leaves rates unchanged; FPR oper­at­ing cash flow.

QAV #705 — Base-Rate Neglect

by | Jan 31, 2024 | Blog, Investing Podcast, Podcast Episodes

This week we’re talk­ing about:
Munger’s final port­fo­lio, Base-Rate Neglect, Pulled Pork — TLS

Plus, only on the Club edi­tion: Ever­grande liq­ui­da­tion, Alu­mini­um and CAA, Fund man­agers reveal their big invest­ment mis­takes, Cryp­to still isn’t legit, Report­ing sea­son about to start, and using Renko chart to track Duratec’s decline.

QAV #702 — Skill Compensation

by | Jan 11, 2024 | Blog, Investing Podcast, Podcast Episodes

TK’s back to talk about: “San­ta Claus” ral­lies, a Pulled pork on Res­i­mac RMC, and using an ATR stop loss.

In our club episode, we’re also talk­ing about how to score N/A on Health Sta­ble or Increas­ing, and What I Learned About Invest­ing from Dar­win by Pulak Prasad, WHC & Ther­mal Coal, Skill Com­pen­sa­tion, Dogs of the Dow, and the pro­posed Woodside/Santos merg­er.

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