S01E24 – The “Good” Coal (updated)

Season 1, Episode 24  The “Good” Coal Tony talks about the Aussie economy and whether or not he thinks the value of the dollar is closely related to a coming economic collapse. We also talk about whether or not value investing is dead. For our club...

S01E23 – Beware The Black Swan

Season 1, Episode 23  Beware The Black Swan  Today our guest is Roger Montgomery from Montgomery Investment Management to talk about his approach to value investing and what he thinks is going on with the Australian market and economy at the moment. Lots of great...

S01E22 – Turning Into Gold

Season 1, Episode 22  Turning Into Gold  The last week of Tony’s vacation, so I’m playing the analysis of small gold producer MEDUSA MINING (MML) we recorded late June. Spoiler alert: it turns out pretty well.    Please note: If you want to listen to...

S01E20 – How Fresh Is WOW?

Season 1, Episode 20 How Fresh Is WOW? As Tony was too busy evaluating the quality of Scotland’s golf courses and single malts to get on the phone with me this week, our show consists of a checklist analysis we did in Sydney in early June about Woolworths (WOW)....