Season 1, Episode 41 Cash Is A Fact This week we talk about why our portfolio outperformed the index by 1300%, the wisdom of Peter Lynch, why Howard Marks wants to stay in the middle, and our stock analysis of the week is Universal Coal. Please note: If you...
Season 1, Episode 40 Tony Gives Up His Rights Tony talks about rights issues and some of the complexities involved in knowing whether to take them up or not. I know, right? Sounds boring! It wasn’t actually, I learned a lot. We also discussed a few recent news...
Season 1, Episode 39 The Discounted Cash Flow Another long episode!WIth talk about why we sold Apollo Tourism again.Ray Dalio and the “Great Sag”.Tony explains how to calculate a Discounted Cash Flow in detail (here’s Tony’s spreadsheet so you...
Season 1, Episode 38 The Negroni Method In this week’s jam packed episode, we answer the following questions from new subscriber Tess in Melbourne: 1. During reporting season, how do you decide which companies to put through the checklist given there are 2000...
Season 1, Episode 37 Preparing For The Collapse This week Tony answers a couple of questions from club member Dave about why Warren Buffet & Berkshire are sitting on a massive pile of cash and how Tony is preparing for a “global market crunch”. We...
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