QAV #547 — Crystal Balls

by | Nov 30, 2022 | Blog, Investing Podcast, Podcast Episodes

TK’s his­tor­i­cal returns; Pulled Pork kibosh on GNG; SKT con­sol­i­da­tion; SGM — Iron and Steel Scrap; Buf­fett explains his $750 mil­lion char­i­ta­ble dona­tion; RBA tak­ing a lot of heat; beware annu­alised fig­ures; Port­fo­lio update; QAN upgrades again; CLX Upgrades; Fixed loan rates; $250k deposit guar­an­tee; Pulled Pork on DDH

QAV 541 — Bipolar Mr Market

by | Oct 19, 2022 | Blog, Investing Podcast, Podcast Episodes

The bipo­lar Mr Mar­ket, com­mod­i­ty updates, PE clar­i­fi­ca­tions in Bible, Qan­tas upgrade, ATL owned Cam­pli­fy acquires Euro­pean base, Howard Marks rais­ing mon­ey, Pulled pork on SLH, Tony’s cof­fee with SOL CEO, why Tony has always been invest­ed in WAM, advice on how to find a finan­cial advis­er, what to do if you’re going away for 2 weeks.

TK Journal 2020-11-12

by | Nov 12, 2020 | Blog, TK-journal

I ran anoth­er down­load this morn­ing as Mac­quar­ie Group’s (MQG) fig­ures are now in Stock Doc­tor fol­low­ing their lat­est results. Also, Qan­tas (QAN) had breached its Buy line. How­ev­er, after run­ning the down­load, both of these com­pa­nies have a price to...

QAV S01E26 — Reporting Season Frenzy!

by | Aug 29, 2019 | Podcast Episodes

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.

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