QAV 721 — Dr No

by | May 22, 2024 | Blog, Investing Podcast, Podcast Episodes

In 721 we dis­cuss the pain of FND, why Aussie investors keep invest­ing in unprof­itable com­pa­nies, and TK does a Pulled Pork on SRV.

In the club edi­tion only: the myth of the ‘new nor­mal’, why LIC AFIC is sell­ing below its NTA, how Aussie investors can ben­e­fit from the AI boom, what we should do about cop­per prices being up, how to inter­pret the num­ber of buys going down, how often is TK is mak­ing pur­chas­es based on fac­tors out­side the num­bers, and how to inter­pret the res­ig­na­tion of the PRN CFO.

QAV 720 — Boom!

by | May 15, 2024 | Blog, Investing Podcast, Podcast Episodes

The Bud­get cometh, Lessons in Kind­ness from Buf­fett, and a Deep Dive into Boom Logis­tics.

Also in the Club edi­tion: Reflec­tions on Jim Simons and Quant Invest­ing, Nav­i­gat­ing Mar­ket Fluc­tu­a­tions: FND and FPR Updates, Explor­ing VYS’s Surge, Elon Musk’s Sug­ges­tion to War­ren Buf­fett, Mar­cus has a ques­tion about apply­ing qual­i­ty score to exist­ing hold­ings, Jim asks about Life 360, Stock Doc­tor Data Integri­ty Issues, Nick asks about Josephine rules, Trent asks about AGL and LNG

QAV 719 — Peaking at 99

by | May 8, 2024 | Blog, Investing Podcast, Podcast Episodes

This week we’re talk­ing about the Berk­shire Annu­al Meet­ing, Chi­na’s gold pur­chas­es, a pulled pork on EHL (Eme­co Hold­ings), SXE prof­it guid­ance update, Regres­sion test­ing Price Cons, Activists vs Karoon Ener­gy (KAR), Austal (ASB) back­ers want Han­wha Group in the race, TRS is a 3PTL Sell, Apol­lo sinks THL, Morn­ingstar val­u­a­tions, banks doing large buy­backs.

QAV 718 — Poifect!

by | May 1, 2024 | Blog, Investing Podcast, Podcast Episodes

This week we’re talk­ing to Matt Walk­er about his regres­sion test­ing sys­tem, Stock Doc­tor’s con­tin­u­ing data qual­i­ty issues, NCK­’s UK expan­sion, HMC Cap­i­tal takes aim at GNC, fudg­ing DUR and LAU, and get some insid­er infor­ma­tion about Austal Ships.

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