QAV #709 — The Architect (fixed)

by | Feb 28, 2024 | Blog, Investing Podcast, Podcast Episodes

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.

QAV #708 — Buridan’s Ass (fixed)

by | Feb 21, 2024 | Blog, Investing Podcast, Podcast Episodes

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.

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.

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