All Episodes

This week we’re talking about the Berkshire Annual Meeting, China’s gold purchases, a pulled pork on EHL (Emeco Holdings), SXE profit guidance update, Regression testing Price < Cons, Activists vs Karoon Energy (KAR), Austal (ASB) backers want Hanwha Group in the race, TRS is a 3PTL Sell, Apollo sinks THL, Morningstar valuations, banks doing large buybacks.

This week we’re talking to Matt Walker about his regression testing system, Stock Doctor’s continuing data quality issues, NCK‘s UK expansion, HMC Capital takes aim at GNC, fudging DUR and LAU, and get some insider information about Austal Ships.

This episode includes a deep dive analysis of Bank of QLD (BOQ), Joyce Corporation Ltd (JYC) and Atlas Pearls Ltd (ATP), Howard Marks on Chess and Risk, Dummy Portfolio and dividends, and a regression testing update on QAV scores.

The AORD dropped this week, as did BOQ, TK does a Pulled pork on RSG.

Also in the Club edition: WOW’s CEO threatened with time in the big house, FND does an Indian ATM deal, TK talks about the Pulled Pork and Billionaire Portfolios.

The IMF on China, Diller on Trump Social, Bitcoin and Beanie Babies, pulled pork on A1M.

Also in the Club edition: Cash and Armaguard, Anscombe’s Quartet, Regression testing, Tesla veers to the EV slow lane, Ex-defence minister Pyne is Hanwha’s man in Canberra, Karoon plots path from oil junior to major through Gulf of Mexico, and a thought experiment about when TK would sell if the stock market didn’t give live prices.

This week: Daniel Kahneman RIP, Sturgeon’s Law, Pulled pork on ASB

Plus, in the Club edition: Valuing Bitcoin, Coking coal a sell, New Regression Testing results, Alchemy substack,
Collins St does well again, ABB news, the performance of founder lead companies.

This week: Do ASX investors need to get used to expensive stocks, and a pulled Pork on G8 Education (GEM).

Also in the Club edition: theories on why KSC spiked, whether AMC CEO’s sudden resignation is a red flag, MEA is being sold, Macquarie’s new FOMO meter, ABB’s Superloop troubles, and what to do if you still own VUK.

This week, while the RBA meets, we talked about ABB dropping 20% in a day, steel and coking coal fall, China’s economy beats expectations in the West, regression testing update, Damstra (DTC) is taken over, and a pulled pork on MSV.

This week: Delisting of TGA, VUK acquisition, Pulled pork on BOQ.

In the Club edition only: SD fix NWS issue, IRI loses Chair of Audit Committee, Tony’s testing on 2BL sell trigger, Tony answers questions about how to manage a portfolio if you move overseas, reducing our average daily trades to mitigate risks of the QAV spike, the risks of cap raises, different ways how a company can take on debt, and the benefits of share buy backs.