QAV S05E11 — Flogs

by | Mar 23, 2022 | Blog, Investing Podcast, Podcast Episodes

Hamish Dou­glass resigns from Mag­el­lan board; Rus­sia spi­ralling towards $210b default night­mare; “Asset Man­ag­er Cap­i­tal­ism”; Cop­per is a buy; GRR is now a Star Stock; MQG is back on the buy list; pulled pork on MQG; petrol and EVs; Buy Now or Lat­er; how quick­ly Tony sells; are we crazy to be sell­ing com­mod­i­ty stocks at all time highs?; IMA cor­po­rate action; under­stand­ing “right of use” assets; should we take indus­try sec­tor into account?; sell line for MAD.

QAV S05E10 — The Wet Finger Test

by | Mar 16, 2022 | Blog, Investing Podcast, Podcast Episodes

Update from Denis in Ukraine; YAL div­i­dend and drop; Cop­per is a sell; Anoth­er con­struc­tion com­pa­ny col­lapse; ASG pulled pork; buy­ing new entries; MML CEO’s sud­den exit; WGX announced cap­i­tal rais­ing; leav­ing a 10% gap between buy and sell price; CAA and the alu­mini­um price; how to eval­u­ate stocks that are rel­a­tive­ly recent entrants on the ASX.

QAV S05E09 — Coat Lifters

by | Mar 9, 2022 | Blog, Investing Podcast, Podcast Episodes

War dri­ving demand for pre­cious met­als; how to gross up the sell price of a stock going ex-div­i­dend; tech pipe dreams; new con­sen­sus tar­get date fil­ter; Denis con­tri­bu­tions; MML rev­enue drop and bad news; rebuy­ing a stock you’ve just sold; using EMA and SMA or “price change 1 month” to cal­cu­late a Josephine; is per­for­mance bet­ter over report­ing sea­son?

QAV S05E08 — The Sound Of Cannon

by | Mar 2, 2022 | Blog, Investing Podcast, Podcast Episodes

Mar­kets and War; bank rate increase; MWY bad results; Con­struc­tion col­lapse; Berkshire’s annu­al let­ter; GRR results; Port­fo­lio aver­age hold time; out­dat­ed con­sen­sus val­u­a­tions; is five year rel­a­tive strength impor­tant; cal­cu­lat­ing CAGR in Excel; red flag if DPR of greater than 100%.

QAV S05E07 — Overconfidence

by | Feb 23, 2022 | Blog, Investing Podcast, Podcast Episodes

This week we’re talk­ing about Navexa port­fo­lio issues, over­con­fi­dence in investors, Murph resigns from Berk­shire, Berk­shire invests in a cryp­to bank, Munger’s recent Q&A, BFG’s mon­ey laun­der­ing prob­lems, HUM’s acqui­si­tion by LFS, CGF back on the buy list, S32 is Tony’s pulled pork, Ares buy­ing into GMA, FMG is a Josephine, and then we answer your ques­tions about Grantham’s bub­ble warn­ings, using trend lines to know when to can­cel a Josephine, the iron ore sell price, buy­ing stocks close to the sell line, using com­pa­ny mar­ket cap fig­ure rel­a­tive to Index Funds to deter­mine whether a com­pa­ny’s share price could be at risk of a near future increase or decrease, kiss­ing a few frogs to get a prince, hold­ing on just for the takeover pre­mi­um and FEX’s very low sell line.

QAV S05E06 — The Pendulum

by | Feb 16, 2022 | Blog, Investing Podcast, Podcast Episodes

Cop­per is a buy again, why VUK’s audit it NOT qual­i­fied, ASX CEO resigns, the impact of petrol prices, port­fo­lio update, SGR has a qual­i­fied audit, NUF is the pulled pork, how to work with a stock you inher­it, why we have no cut-off for low Qual­i­ty scores, Tony’s aver­age hold­ing peri­od, Andrew’s slid­ing Rule 1.

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