QAV #620 — Don Bradman

by | May 17, 2023 | Blog, Investing Podcast, Podcast Episodes

On this episode we talk about inter­est rate fears con­tin­u­ing to affect the mar­ket, PRN’s expo­sure to com­modi­ties, Buffett’s com­ments on The Intel­li­gent Investor, thoughts about remov­ing Josephines from the buy list, Don Brad­man and invest­ing, the Allkem (AKE) merg­er, a Pulled Pork on QBE, TK’s his­to­ry with com­mod­i­ty sells, buy­ing banks stocks, val­ue invest­ing arti­cle in the AFR, block/brick sizes were used in the Renko tests, does Tony ever check the stocks he holds against what their cur­rent QAV Val­ue shows, Tony’s invest­ment in FHE, the new Bret­ta­la­tor, and banks prof­its vis-a-vis inter­est rates.

QAV #619 — Other People Doing Dumb Things

by | May 10, 2023 | Blog, Investing Podcast, Podcast Episodes

On this episode we got so car­ried away talk­ing about the high­lights of the 2023 Berk­shire Hath­away AGM, the OML drop, Hot­Cop­per pump and dumper gets prison, Light port­fo­lios beat­ing the bench­mark, review the “The Low­est PE” rules, QAN replac­ing its CEO, NAB get­ting sold off, pulled pork on PLS, the lat­est RBA rate rise, the Fed­er­al bud­get, and review­ing the “Buy fol­lows Sell line” and the “Lat­est Buy Line”, that we ran out of time for ques­tions.

QAV #615 — Simon Shepherd, TING

by | Apr 11, 2023 | Blog, Investing Podcast, Podcast Episodes

Our guest on this pre-record­ed short episode is Simon Shep­herd from The Invest­ment Newslet­ter Group. They con­duct detailed stock by stock, newslet­ter by newslet­ter track­ing of many of the top buy rec­om­men­da­tions from Aus­tralian invest­ing newslet­ter — a wor­thy ser­vice. Find out more at: https://www.tinglive.com.au

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