QAV 747 — Zombies, Accruals and Fascists

by | Nov 20, 2024 | Blog, Investing Podcast, Podcast Episodes

In a jam-packed two-hour long episode 747, we’re talk­ing about every­thing from the RSG kid­nap­ping to accru­als in the QAV check­list, the per­for­mance of ASG, why Cam did­n’t buy SWM when he read Ker­ry Stokes’ AGM speech, Zom­bie com­pa­nies on the ASX, the NAB being sued by ASIC, the retire­ment of Joyce Cor­po­ra­tion’s CEO, Grain­Corp prof­its, Bro­kers hype, Find­i’s Indi­an ATM / IPO play, before wrap­ping up with after-hours chat­ter about hors­es, box­ing, movies, fas­cism, and 20 years of pod­cast­ing.

QAV S05E15 — When You Predict

by | Apr 20, 2022 | Blog, Investing Podcast, Podcast Episodes

After­pay loss­es explode; nat­ur­al gas prices at 13-year high; Stocks of the week; Port­fo­lio update; sell­ing SFC; Yield curve has right­ed itself; BRK has invest­ed $22bn in pur­chas­es this year; PRU pulled pork; where to find board own­er­ship if no SD; for­eign con­nec­tions to a non-demo­c­ra­t­ic coun­try; How does TK deter­mine num­ber of stocks he owns?; the impact the Fed­er­al and State Govt schemes on GMA; buy­ing stocks with a small spread between the buy & sell 3PTL; dig­i­tal secu­ri­ty mea­sures for pro­tect­ing our port­fo­lio’s in a Self­Wealth sce­nario.

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.

TK Journal 2020-09-24

by | Sep 24, 2020 | Blog, TK-journal

I ran a Stock Doc­tor down­load today. Grand Gulf Ener­gy (GGE) appeared for the first time in our down­load and so was added to the Man­u­al­ly Entered Data sheet. Note, that it is hard­ly worth men­tion­ing this com­pa­ny as its aver­age dai­ly trad­ed amount is...
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