RBA and rates, Coal, Iron Ore and Gold are all buys, Portfolio update, bank dividends, Clough collapse and BPT, Pulled pork AGG, trailing stop losses, inflationary pressures, how TK comes up with hurdle rates, C6C selling it’s Australian assets, IRR v CAGR, share buybacks, how to get to Berkshire’s 2023 AGM. Blackstone to limit redemption requests, the impact of the gas price cap.
Today we chat with Todd Barlow, CEO of Washington H. Soul Pattinson & Company Ltd (SOL) about the investment strategy behind their impressive returns.
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
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.
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.
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.