On our last episode for 2023, I’m flying solo, but I do have a pre-recorded pulled pork from TK on ERD, and I’m also talking about the sudden falls last week by CLX, MTO, and ASG, as well as the first of Morgan Housel’s “100 LITTLE IDEAS”.
Only in the Club edition: I asked ChatGPT to pick out a couple of highlights from our 2023 podcasts for the recap.
On this episode: The AORD is having a good Xmas (so far), STW and AFI above their buy lines, our portfolios are doing well, pulled pork on CXO (Core Lithium)
Club: new Commodity Status history feature, PRN poll, FPR net operating cf, CCP on a tear, talking about REITs, pulled pork on CXO (Core Lithium) and why BFG is having a run.
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.