This week: AORD his another all-time high, reporting season is over (but now we’re in ex-div season), ING recorded a massive profit but the market dumped it anyway, Pulled pork is on Regis Healthcare (REG).
Also on the Club edition: Ray Dalio thinks the Mag7 are “fairly priced”, Collins St Value Fund wins again, Cam’s regression tests come up with something interesting, Tony has more to say on the shrinking ASX, and after hours.
This week: We discuss our favourite bits of Buffett’s new annual letter, and Tony does a pulled pork on Vulcan Steel (VSL).
Also in the Club Edition: We discuss the results of a new 20% Rule 1 simulation, Reporting Season News, LNG is a sell, Data shows Cathie Wood’s Ark is one of the worst funds, NVIDIA results, and TK’s perspective on ‘Losing too many stocks’ to M&A.
This week: The market remains buoyant on the back of positive earnings, DTL crashes 22%, Buridan’s Ass, Pulled Pork AGL.
Also in the Club edition: Darryl’s portfolio analysis, Magnificent 7 profits now exceed almost every country in the world, SD ASX 300 change, Jordan’s Renko and hugline regression testing.
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.
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.
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.