As Tony was too busy evaluating the quality of Scotland’s golf courses and single malts to get on the phone with me this week, our show consists of a checklist analysis we did in Sydney in early June about Woolworths (WOW). This is the companion analysis to last week’s show about Coles Group, so you can see how two similar businesses compare in the checklist.
This episode contains the second part of our interview with Austin LIeberman, a private investor in Florida, who has been achieving remarkable returns on his portfolio over the last 4–5 years, as we try to understand his methodology. On this episode Austin tells us he tries to only invest in companies he can imagine being ten times bigger than they are today.
Our stock of the week is Tony’s old employer, the Coles Group (COL).
This episode contains the first part of our interview with Austin LIeberman, a private investor in Florida, who has been achieving remarkable returns on his portfolio over the last 4–5 years, as we try to understand his methodology. Our stock of the week is Afterpay (APT).
Matt Joass joins us today for a fun talk about his own investing strategy, particularly how to assess the opportunity of high growth stocks. Matt is the former portfolio manager for Motley Fool Pro in Australia, former co-host of the now defunct Three Wise Monkeys podcast, and is currently a private investor. Follow him at mattjoass.com.
Tony talks about when you should exit a portfolio you may have bought before you started your QAV analysis. And our stock of the week is Rand Mining (RND), a gold mining operation in WA.
Today we’re talking about when you should sell a stock that has passed the checklist. And our stock of the week is Vocus (VOC). A vertically integrated telecommunications provider, operating in the Australian and New Zealand markets.