QAV #610 — Psychopathic Cultures

by | Mar 8, 2023 | Blog, Investing Podcast, Podcast Episodes

Anoth­er RBA rate rise; BRI’s under­ly­ing com­mod­i­ty; ASIC sues Mer­cer Super; GNC maps to bushel prices; LAU & IGL made the S&P All Ordi­nar­ies; Ger­ry Har­vey wheels out his old mate­r­i­al; Guy Debelle pops up at Super Fund; Sol­ly Lew creeps anoth­er 3% up the Myer share reg­is­ter; Mort­gage Rate sur­vey sees inter­est rates back to 6.48%; Alex Hay on WHC own­er­ship move­ments; Pulled pork on Duratec (DUR); TK’s exper­i­ments with sell­ing stocks that are no longer on the buy list; TKs view on the neg­a­tive mar­ket reac­tion to both CLX and DDH.

QAV #609 — Just a Few Winners

by | Mar 1, 2023 | Blog, Investing Podcast, Podcast Episodes

US infla­tion dri­ves the ASX down; Wheat is a Josephine; Port­fo­lio is up 16.14%; DP recent trades; Tony’s three life lessons; Ray Dalio exist­ing Bridge­wa­ter; Aussie CEOs deny­ing real­i­ty; QAN prof­it; Super changes; Berk­shire Report; Mort­gage rate drop to 6.45%; pulled pork on COH; CCP results; is QAV a zero sum game; WHC share­hold­ers; XTE’s results.

QAV 543 — The Mounting Yard

by | Nov 3, 2022 | Blog, Investing Podcast, Podcast Episodes

Port­fo­lio bench­mark­ing, RBA inter­est rate rise, Ther­mal Coal sell line, JHG div­i­dend, what to do when you R1 a stock that’s on top of the buy list (IMA), Wheat price on the rise, new Berk­shire book, SUL trad­ing update, WHC — MOAB Away, The FAANG index, Oil and Cop­per are a buy, what about Alu­mini­um, MQG Results are in, Pulled Pork GNG, DRP vs DSSP

QAV 538 — The Market Rout

by | Sep 28, 2022 | Blog, Investing Podcast, Podcast Episodes

Fund per­for­mance; Reserve Bank mon­ey print­ing and infla­tion; Labor and Franked Div­i­dends; Pulled Pork XTE; share mar­ket rout; port­fo­lio update; RBA burns $50bn in QE; Viva Ener­gy Buys back Coles Express sites; WHC announces $2bn buy back; Apol­lo shares jump on Jucy deal; Kudos to ABC News; Doug’s short­ing exper­i­ment update; back test­ing around observ­ing major trig­gers of a gen­er­al down­ward trend in the mar­ket; the pros and cons of ETFs; ECX con­tin­u­al­ly buy­ing back shares and Rule #1.

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