by Cameron Reilly | Nov 30, 2022 | Blog, Investing Podcast, Podcast Episodes
TK’s historical returns; Pulled Pork kibosh on GNG; SKT consolidation; SGM — Iron and Steel Scrap; Buffett explains his $750 million charitable donation; RBA taking a lot of heat; beware annualised figures; Portfolio update; QAN upgrades again; CLX Upgrades; Fixed loan rates; $250k deposit guarantee; Pulled Pork on DDH
by Cameron Reilly | Nov 23, 2022 | Blog, Investing Podcast, Podcast Episodes
Oil is a sell; Is WDS a sell?; Retrospective investing; Iron Ore Doomscrolling; Portfolio update; Selfwealth update; Pulled Pork S32; Stock Doctor filters fixed; MLX is tin; dividends contributions; share investing vs property investing returns.
by Cameron Reilly | Nov 16, 2022 | Blog, Investing Podcast, Podcast Episodes
Melbourne get together; The Bitcoin valuation model; Fake Twitter crashes LLY; Light v Club; FTX/ SBF in AFR; Brettalator beta; portfolio update; The mortgage rate; Nickel is a buy; QAV Stocks in the news; Australian banking’s Mr Clean; Pulled pork Self Wealth; What the hell are futures markets exactly; Coal Bunko Chart update;what’s going on with IMA.
by Cameron Reilly | Nov 9, 2022 | Blog, Investing Podcast, Podcast Episodes
The Dismal Science; gold is a buy; portfolio is killing it (too good?); what to do if your performance sucks; ‘loss-aversion’ bias; NHC buy back; CRN ends talks with Peabody; New month, new alerts; Pulled Pork — DBI; what to do when there’s a big gap between Buyers and Sellers; Rule#1 Clarification; update from Denis in Kyiv.
by Cameron Reilly | Nov 3, 2022 | Blog, Investing Podcast, Podcast Episodes
Portfolio benchmarking, RBA interest rate rise, Thermal Coal sell line, JHG dividend, what to do when you R1 a stock that’s on top of the buy list (IMA), Wheat price on the rise, new Berkshire book, SUL trading update, WHC — MOAB Away, The FAANG index, Oil and Copper are a buy, what about Aluminium, MQG Results are in, Pulled Pork GNG, DRP vs DSSP
by Cameron Reilly | Oct 26, 2022 | Blog, Investing Podcast, Podcast Episodes
Commodity and portfolio updates, AMP AGM, WHC buyback, NWH Pulled Pork, GOLD ETF, reinvesting dividends, how the AORD works, Tony’s investment spread.