Podcast Episodes
Back to SearchPrice v Value
Season 5 Episode 45
Melbourne get together; The Bitcoin valuation model; Fake Twitter crashes LLY; Light v Club; FTX/ SBF in AFR; Brettalator beta; portfolio update; The…
3 years, 4 months ago
Follow The Recipe
Season 5 Episode 44
The Dismal Science; gold is a buy; portfolio is killing it (too good?); what to do if your performance sucks; ‘loss-aversion’ bias; NHC buy back; CRN…
3 years, 4 months ago
The Mounting Yard
Season 5 Episode 43
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 (I…
3 years, 4 months ago
Expose Yourself
Season 5 Episode 42
Commodity and portfolio updates, AMP AGM, WHC buyback, NWH Pulled Pork, GOLD ETF, reinvesting dividends, how the AORD works, Tony’s investment spread.
3 years, 5 months ago
Bipolar Mr Market
Season 5 Episode 41
The bipolar Mr Market, commodity updates, PE clarifications in Bible, Qantas upgrade, ATL owned Camplify acquires European base, Howard Marks raising…
3 years, 5 months ago
No Secrets
Season 5 Episode 40
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 Ma…
3 years, 5 months ago
Coked Up
Season 5 Episode 39
Liz Truss is a genius ; COAL - if thermal is a buy, and coking is a Josephine, how do we treat YAL; I screwed up with SMR today; Portfolio updates; R…
3 years, 5 months ago
The Market Rout
Season 5 Episode 38
Fund performance; Reserve Bank money printing and inflation; Labor and Franked Dividends; Pulled Pork XTE; share market rout; portfolio update; RBA b…
3 years, 6 months ago
Under Pressure
Season 5 Episode 37
Founder-lead businesses; dividend payment dates; Stock Doctor and updated results; keeping LICs off the buy list; Renko chart update; RBA governor un…
3 years, 6 months ago
The Beeping Royals
Season 5 Episode 36
Which stocks are pushing up the AORD; the making of a millionaire study; commodity changes; TER results; Pulled pork ALO; Renko charts and time frame…
3 years, 6 months ago