This week we discuss the current status of the Zimplats (ZIM) audit, Tony’s stock of the week, his recent journal entries, Kelly Partners (KPG), GuruFocus, and the KMD CEO.
Our guest is Doug Morris, CEO of Sharesight, the online stock portfolio tracker & reporting tool. We talk about his background, the vision behind Sharesight and how it can simplify investor’s lives. Tony is a convert!
This week we talk about why our portfolio lagging the All Ords, sell lines for SSG and ADH, setting up a SMSF, using a DRP, AGM voting rights, qualified audit reports, and regression testing.
Our guest on this episode is Andrew Page, founder of Strawman, an online community of investors providing members with independent, peer-reviewed research and recommendations on the sharemarket. We talk about the thinking behind Strawman and how investors can get the most out of it.
On this week’s show we talk about the HAW price drop, a highlight from the ASA conference, the Aurelia Metals capital raising, Tony’s stock of the week JBH, and answer some of your questions about UWL, AX1, DKM, SFR, RRL NWH, AKG, how Tony calculates his returns, and why we use a 5 year chart with monthly intervals,
Richard Ivers is Portfolio Manager at Prime Value Asset Management, looking after their small cap portfolio. We chatted with him this week about his approach to finding value stocks.