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’.

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