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.
by Cameron Reilly | Oct 19, 2022 | Blog, Investing Podcast, Podcast Episodes
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.