QAV S05E17 — Profit Pause
We’re talking about the Berkshire AGM, poor fund manage performance, pulled pork on AMP, the TRS CEO departure, CCP’s drop, linear v log charts for 3PTL, and everyone’s fear of low sell Iines.
QAV S05E16 — Chairman Mabb
We are joined by guest Steven Mabb, Chairman of the Australian Shareholders Association, to talk about the importance (or not) of voting in AGMs and how the ASA can help. Later we talk about: BRK AGM this weekend, China’s lockdown, Netflix’s stock price, PGL on our buy list, the Solomons and China, the BHP/WPL de-merger, over-exposure to mining and China, what to do with stocks that go nowhere, why TK prefers a LIC instead of a ETF in case of emergency, the importance of EPS growth, the differences between ROIC and ROE, and AMP’s ‘qualified opinion’.
QAV S05E15 — When You Predict
Afterpay losses explode; natural gas prices at 13-year high; Stocks of the week; Portfolio update; selling SFC; Yield curve has righted itself; BRK has invested $22bn in purchases this year; PRU pulled pork; where to find board ownership if no SD; foreign connections to a non-democratic country; How does TK determine number of stocks he owns?; the impact the Federal and State Govt schemes on GMA; buying stocks with a small spread between the buy & sell 3PTL; digital security measures for protecting our portfolio’s in a SelfWealth scenario.
QAV S05E14 — Know Your Product
RIP Chris Bailey; Platinum is a sell, but is ZIM a platinum company?; How will the federal election affect us as investors?; BEN is the pulled pork; the actual connection between Reserve Bank rates and mortgage rates; investing in diverse management teams.
QAV S05E13 — Trouble At The Mill
Financial health RATING v TREND in the checklist, fund manager performance, Ukraine war driving up mining and energy profits, CAA aluminium pass through, RBA rates, PP on MAM, Tony coming to QLD, Salary Sacrifice into super, OP/CF vs SD OP/CF, FFX sovereign risk and poor financial performance.
QAV S05E12 — Goin Fishin
AMI bad news; Navexa and CAGR; Stocks of the week; Santos’ big discovery; Max Walsh RIP; Twiggy’s perpetual train; BPNL bloodbath; ABA pulled pork; how to understand yield curve inversion; the psychology of investing; ECX and petrol prices; How does TK manage his portfolio when he’s on holidays?