This week in the free episode we’re talking about how immigration is driving inflation, last week’s drama with KAR and NTD, how Oil briefly became a sell, breaking down BPT’s revenue from oil, the de-stapling of ABG and ASK.
In the Club episode, we also discuss the CVL pulled pork curse, TK’s thoughts on the ABB SPP, a pulled pork on DGL and Berkshire’s Apple purchases.
This episode: Australian income drops, Munger says we need to buy tech stocks, Pulled Pork on CVL.
Club edition only: ASX historical average 13.2%, Iron ore and China, HESTA fined by ASIC, ANZ’s results lead to drop, how to deal with a situation when a buy list stock is in play, Interest rate rise means a change to IV value, MQG did not take an impairment, using Tradingview for commodities, and a refresher on what stocks to sell when you need cash.
ASX making us feel punch drunk; QAN revolt; MQG profit drop; pulled pork SSM;
Club edition only: JHG delisting; Light Sells analysis; new survey on ADT; SSR down; FPR up; Buffett’s cash pile; RBA meets; cup tips!
Commodity updates; FMG red flag status; how share incentive plans work;
In the Club edition:
Pulled pork DTL; what TK looks for when he does a pulled pork.
We’re in a technical correction; staying fully invested; CCP collapse; new 3PTL sells number jumped this week; Pulled pork RRL; the performance of AFI.
In the Club edition only: Is being rich a superpower?; staying enthusiastic during a long downturn; how TK differentiates between quality and value; the value/risks of a concentrated 10 stock portfolio; WWTD if he had cash but a full portfolio?
“This time it really might be different” says Marks; Portfolio update by Market Cap; Pulled Pork on PRN;
In the Club edition, we’re also talking about: Gold is a buy; PGH 2BL example; Chuck Feeney died; Joe Aston’s final Rear Window; Has TK found a maximum size where a portfolio stops getting ‘QAV like returns’?; Imagine the markets were to theoretically close for 10 years…