by Cameron Reilly | Aug 16, 2019 | Podcast Episodes
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...
by Cameron Reilly | Aug 8, 2019 | Podcast Episodes
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...
by Cameron Reilly | Aug 2, 2019 | Podcast Episodes
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...
by Cameron Reilly | Jul 25, 2019 | Podcast Episodes
Season 1, Episode 21 Playing St Andrews Tony dials in from Ireland this week and brings me up to date on his visits to whisky distilleries in Scotland and his out-of-body experience playing the Old Course at St Andrews. We also talk a little about investing and he...
by Cameron Reilly | Jul 19, 2019 | Podcast Episodes
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)....
