QAV #610 — Psychopathic Cultures

by | Mar 8, 2023 | Blog, Investing Podcast, Podcast Episodes

Anoth­er RBA rate rise; BRI’s under­ly­ing com­mod­i­ty; ASIC sues Mer­cer Super; GNC maps to bushel prices; LAU & IGL made the S&P All Ordi­nar­ies; Ger­ry Har­vey wheels out his old mate­r­i­al; Guy Debelle pops up at Super Fund; Sol­ly Lew creeps anoth­er 3% up the Myer share reg­is­ter; Mort­gage Rate sur­vey sees inter­est rates back to 6.48%; Alex Hay on WHC own­er­ship move­ments; Pulled pork on Duratec (DUR); TK’s exper­i­ments with sell­ing stocks that are no longer on the buy list; TKs view on the neg­a­tive mar­ket reac­tion to both CLX and DDH.

QAV #609 — Just a Few Winners

by | Mar 1, 2023 | Blog, Investing Podcast, Podcast Episodes

US infla­tion dri­ves the ASX down; Wheat is a Josephine; Port­fo­lio is up 16.14%; DP recent trades; Tony’s three life lessons; Ray Dalio exist­ing Bridge­wa­ter; Aussie CEOs deny­ing real­i­ty; QAN prof­it; Super changes; Berk­shire Report; Mort­gage rate drop to 6.45%; pulled pork on COH; CCP results; is QAV a zero sum game; WHC share­hold­ers; XTE’s results.

QAV #608 — Denial

by | Feb 22, 2023 | Blog, Investing Podcast, Podcast Episodes

Mar­ket and port­fo­lio updates; Pulled pork kibosh on FBU; Iron Ore is a buy again, but Andrew For­rest is insane in the mem­brane; Char­lie is 99 and still doing LIVE Q&A for Dai­ly Jour­nal; Guru­fo­cus v Stock Doc­tor data; AMP Results; WHC results; CGF — Annu­ities ben­e­fit­ting from High­er inter­est rates; QBE results; BNPL like­ly to be reg­u­lat­ed as cred­it; Pulled pork RRL; How does TK plan to live off his port­fo­lio; top­ping up when you’ve missed your Rule 1.

QAV #607 — Dow Theory

by | Feb 15, 2023 | Blog, Investing Podcast, Podcast Episodes

Port­fo­lio updates; Market’s had a rough week; Ther­mal Coal Sell line; CDM shouldn’t be on the buy list; Yields rose as Lowe, traders lunched; RBA rais­es rates; Sev­en in poten­tial merg­er with HT&E; Elon Musk sat with Rupert Mur­doch at the Super­bowl; Pulled Pork is FBU; U.S. v AUS short-term cap­i­tal gains; why TK holds FHE; what cri­te­ria Tony fol­lows to jus­ti­fy adding to an exist­ing posi­tion; Where we are cur­rent­ly in terms of Dow The­o­ry; MEA buy­back announce­ment

QAV #606 — The FOMO Rally

by | Feb 8, 2023 | Blog, Investing Podcast, Podcast Episodes

Port­fo­lio Updates, com­mod­i­ty updates , NCM takeover, WHC coal break­down, RBA to lift rates, the FOMO ral­ly, Pulled Pork on NCK, R1 trig­ger on com­modi­ties, a tighter sell line for MYR, What time of day does TK buy and sell, fudg­ing AMP’s sell line, pen­ny stocks and Rule 1, WDS com­mod­i­ty break­down, and After Hours (which you don’t have to lis­ten to if you don’t want to!).

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