QAV S04E50 – The Gibbonator

We chat with Luke “The Gibbonator” Gibson about his QAV-based YouTube channel “The Gibson Hustle”, about copper becoming a sell, iron ore becoming a buy, whether or not BHP is an iron ore or a copper company, Nufarm chemicals, and Magellan’s woes.

In the club edition, we also talk about platinum becoming a buy again, AJL’s qualified audit, our stocks of the week (GRR, GWR), if we should sell any stock that drops below 10% at any time, ATL’s merger news (ugh), how to trade during bull, bear and roo markets, BSL and iron ore, value price vs fair price, and CDD’s capital return. Then in after hours, it’s a lot of Beatles talk again!

TK Journal 2020-06-22

I have finished buying Eclipx (ECX) and have started buying Champion Iron (CIA) for my own account. Note, that I bypassed buying shares in GGUS which was next on the watchlist. GGUS is the Betashares geared US market ETF. I did this because I already bought shares in...

QAV S01E26 – Reporting Season Frenzy!

It’s reporting season and Tony is EXCITED. On this week’s show we talk about the cause of CRN’s sudden decline, and analyse two companies – BHP and QAN.

We are also adding quite a few additional stocks to our dummy portfolio based on Tony’s private analysis.

QAV S01E03 – Analysing BHP

BHP is one of Australia’s largest and oldest companies. As our first real life example, on this episode runs BHP’s latest financials through his QAV value investing worksheet. How does it come out? Listen and find out.

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