Podcast Episodes
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Season 5 Episode 24
Iron Ore is a sell; Down days, up days… what about neutral days; Rule 1 and dividends; Josephine but above its 2BL; Happy birthday Warren; Taylor’s a…
3 years, 6 months ago
The Qaverick
Season 28 Episode 34
Time to check your 3PTL alerts; spare a thought for poor Andrew Forrest; NCK’s results; Ophir fund performance; Portfolio updates; Reversal of fortun…
3 years, 7 months ago
Astrology For Men
Season 5 Episode 33
Our guest today is Brisbane-born, LA-based Tobias Carlisle, PM of Acquirers Funds, author of The Acquirer's Multiple and Deep Value, and co-host of t…
3 years, 7 months ago
QAV A Good Week
Season 5 Episode 32
On this episode: Signs of Coming Economic Horror, gold is a sell, CGF punished, portfolio update, mortgage rates update, reporting season updates, ni…
3 years, 7 months ago
How High Is Your IQ(AV)?
Season 5 Episode 31
We bid farewell to ONJ; Portfolio update; 3PTL reminder; Catch phrase comp; Oil is almost a sell; Gold AUD no longer a sell; Pulled pork is KPG; AFIC…
3 years, 7 months ago
Light and Magic
Season 5 Episode 30
Aluminium is now a buy; CCP down on results; MLD takeover; RIO results; owner-managed companies outperform; Pulled Pork SOL; the “wine selection” of …
3 years, 7 months ago
Let's Get Physical
Season 5 Episode 29
We farewell a QAV member; gold is a sell; iron ore is close; pump and dumpers duped millions out of Aussie investors; BPT results; Buffett’s casino a…
3 years, 8 months ago
Discipline
Season 5 Episode 28
During turbulent times, we have to have discipline; Elon and Twitter; MHJ shares up on strong quarterly sales; Iron ore about $5/Ton above its fudge …
3 years, 8 months ago
The Coppock Curve
Season 5 Episode 27
This week: I caught COVID, stochastic processes, interest rate rise, growth after corrections, Munger invests in Australia, the Coppock Curve, Buffet…
3 years, 8 months ago
Happy New Year
Season 5 Episode 26
As the financial year has ended, we discuss our portfolio performance, and then discuss BYE’s qualified audit, Confession season, mortgage rates, Pul…
3 years, 8 months ago