QAV 807 — Half Year Havoc

by | Feb 19, 2025 | Blog, Investing Podcast, Podcast Episodes

Half year reports are play­ing their usu­al hav­oc on some of our stocks, as results dis­ap­point the mar­ket. But is the mar­ket over-react­ing in some cas­es? Tony thinks so. We’re also talk­ing about the RBA’s deci­sion to cut inter­est rates and how that affects our invest­ing deci­sions. Stocks cov­ered today include FND, AMP, CVL, PPM, and Tony’s deep dive is on FSF. He also answers a lis­ten­er’s ques­tion about bor­row­ing to buy shares. After hours includes dis­cus­sions about Baby­lon, the ACO, rac­ing updates and fast­ing.

QAV 744 — The Woozle Effect

by | Oct 30, 2024 | Blog, Investing Podcast, Podcast Episodes

We’re talk­ing about the impact of Sol­ly Lew’s strate­gic moves on Myer, before dis­cussing Mosa­ic Brands’ recent trou­bles, port­fo­lio reports, and Tony pro­vides a com­pre­hen­sive ‘Pulled Pork’ seg­ment on AMP. Cam dis­cuss­es the Woo­zle Effect in invest­ing and pro­vides pulled pork on one of the stocks in our U.S. port­fo­lio, Ban­co Lati­noamer­i­cano de Com­er­cio Exte­ri­or (BLX). After Hours includes updates on horse rac­ing, a rec­om­men­da­tion of the TV show ‘Bad Mon­key’, and reviews of Fritz Lang’s film ‘M’ and Kubrick­’s “Full Met­al Jack­et”.

QAV #608 — Denial

by | Feb 22, 2023 | Blog, Investing Podcast, Podcast Episodes

Mar­ket and port­fo­lio updates; Pulled pork kibosh on FBU; Iron Ore is a buy again, but Andrew For­rest is insane in the mem­brane; Char­lie is 99 and still doing LIVE Q&A for Dai­ly Jour­nal; Guru­fo­cus v Stock Doc­tor data; AMP Results; WHC results; CGF — Annu­ities ben­e­fit­ting from High­er inter­est rates; QBE results; BNPL like­ly to be reg­u­lat­ed as cred­it; Pulled pork RRL; How does TK plan to live off his port­fo­lio; top­ping up when you’ve missed your Rule 1.

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