S01E41 – Cash Is A Fact

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...

S01E40 – Tony Gives Up His Rights

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...

S01E39 – The Discounted Cash Flow

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...

S01E38 – The Negroni Method

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...
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