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 802 — SWEET FA

by | Jan 15, 2025 | Blog, Investing Podcast, Podcast Episodes

This week we’re talk­ing about com­modi­ties such as crude oil, cop­per, and lithi­um becom­ing buys again, Wall Street pre­dic­tions and the prac­ti­cal approach of focus­ing on qual­i­ty invest­ments and man­ag­ing risk. Tony shares analy­sis on sev­er­al stocks includ­ing NWH and MYR, dis­cussing red flags, and a pulled pork on HZN. Cameron dis­cussed his recent analy­sis on Rule 1 sell­ing and some news regard­ing FSF and GNP, plus an arti­cle from the AFR about Aus­trali­a’s pri­vate sec­tor being in reces­sion. After Hours fea­tures reviews of films like ‘Civ­il War’ and the ‘Plan­et of the Apes’ series, along with the show ‘Black Snow’, and NVIDIA’s ground­break­ing announce­ments at CES.

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