QAV 545 — Price v Value

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.

QAV 544 — Follow The Recipe

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.

QAV 543 — The Mounting Yard

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

QAV 541 — Bipolar Mr Market

The bipo­lar Mr Mar­ket, com­mod­i­ty updates, PE clar­i­fi­ca­tions in Bible, Qan­tas upgrade, ATL owned Cam­pli­fy acquires Euro­pean base, Howard Marks rais­ing mon­ey, Pulled pork on SLH, Tony’s cof­fee with SOL CEO, why Tony has always been invest­ed in WAM, advice on how to find a finan­cial advis­er, what to do if you’re going away for 2 weeks.

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