QAV 743 — The Throat Punch

by | Oct 23, 2024 | Blog, Investing Podcast, Podcast Episodes

In this episode, Tony and Cam talk about mar­ket pre­dic­tions, and recent impres­sive gains in WGX, FND and WLFC. In the pulled pork, Tony analy­ses Redox (RDX), and then answers ques­tions about port­fo­lio strate­gies and buy­back ver­sus div­i­dend yields. The episode also fea­tures insights from O’Shaugh­nessy’s ‘What Works on Wall Street’, and After Hours has per­son­al anec­dotes about Cameron’s Kung Fu grad­ing, Tony’s horse rac­ing, reviews of clas­sic films and lit­er­ary works like ‘Pimp: The Sto­ry of My Life’ by Ice­berg Slim.

QAV S05E10 — The Wet Finger Test

by | Mar 16, 2022 | Blog, Investing Podcast, Podcast Episodes

Update from Denis in Ukraine; YAL div­i­dend and drop; Cop­per is a sell; Anoth­er con­struc­tion com­pa­ny col­lapse; ASG pulled pork; buy­ing new entries; MML CEO’s sud­den exit; WGX announced cap­i­tal rais­ing; leav­ing a 10% gap between buy and sell price; CAA and the alu­mini­um price; how to eval­u­ate stocks that are rel­a­tive­ly recent entrants on the ASX.

TK Journal 2020-09-07

by | Sep 9, 2020 | Blog, TK-journal

TK’s check­list from 2020-09-07 Note from Cameron: Tony sent me this list on 7/9 and I haven’t had a chance to proof them yet, so I’m post­ing them up here before they get too old. Please do your own num­bers. I’m doing my own down­load today. I insert­ed Ova­to (OVT)...
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