Oil is a sell; Is WDS a sell?; Retrospective investing; Iron Ore Doomscrolling; Portfolio update; Selfwealth update; Pulled Pork S32; Stock Doctor filters fixed; MLX is tin; dividends contributions; share investing vs property investing returns.
Oil, copper and gold commodity movements, SDG bought for the DP, but it’s in rundown, Pulled pork request from Ally: BST, Interest rate changes to Master spreadsheet, dividend payments and sell lines, investment prioritization and risk tolerance, 2% capital loss/risk rule, the TGA share consolidation scenario, what is the main commodity for S32?, the coal sell line, parcel sizing.
We’ve been banned from talking about crypto and fund managers; Mark’s checklist for the checklist; kids and investing; commodity update; portfolio update; are we counter cyclical; new results in SD for ECX and NAB and PDL; CGT planning; top 3 LICs; S32 update; Renko charts; setting Josephine alerts; pulled pork on PTL; stocks and high interest rates; defining “independent director”; how quickly to buy after a sell; the difference between a Josephine versus a falling knife; gold USD v AUD; the ACL chart; operating cashflows and lease payments.
This week we’re talking about Navexa portfolio issues, overconfidence in investors, Murph resigns from Berkshire, Berkshire invests in a crypto bank, Munger’s recent Q&A, BFG’s money laundering problems, HUM’s acquisition by LFS, CGF back on the buy list, S32 is Tony’s pulled pork, Ares buying into GMA, FMG is a Josephine, and then we answer your questions about Grantham’s bubble warnings, using trend lines to know when to cancel a Josephine, the iron ore sell price, buying stocks close to the sell line, using company market cap figure relative to Index Funds to determine whether a company’s share price could be at risk of a near future increase or decrease, kissing a few frogs to get a prince, holding on just for the takeover premium and FEX’s very low sell line.