On this episode we’re discussing Charlie Munger, pulled pork on ING, and if QAV is based on momentum and minimizing losses.
In the club edition only: PRN’s guidance, ATP’s bump, ADT survey results, portfolio updates, RBA rate hold, MMS losing a govt contract, ASX 200 stocks with single-digit P/Es, thoughts about VYS giving their Managing Director an Interest Free loan.
On this week’s episode, I do a farewell to the late, great Charlie Munger, and in the Club episode, TK takes us through the analysis he and Ryan did about Rule 1 and buying from the top or bottom of our list.
This week we’re talking about how we assess management quality, how to invest if you have a lumpy income, a pulled pork on MMS, and (only in the Club edition) Ridley Scott’s appalling Napoleon film.
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!