Podcast Episodes
Back to SearchWhen You Predict
Season 5 Episode 15
Afterpay losses explode; natural gas prices at 13-year high; Stocks of the week; Portfolio update; selling SFC; Yield curve has righted itself; BRK h…
3 years, 11 months ago
Know Your Product
Season 5 Episode 14
RIP Chris Bailey; Platinum is a sell, but is ZIM a platinum company?; How will the federal election affect us as investors?; BEN is the pulled pork; …
3 years, 11 months ago
Trouble At The Mill
Season 5 Episode 13
Financial health RATING v TREND in the checklist, fund manager performance, Ukraine war driving up mining and energy profits, CAA aluminium pass thro…
3 years, 11 months ago
Goin Fishin
Season 5 Episode 12
AMI bad news; Navexa and CAGR; Stocks of the week; Santos’ big discovery; Max Walsh RIP; Twiggy’s perpetual train; BPNL bloodbath; ABA pulled pork; h…
4 years ago
Flogs
Season 5 Episode 11
Hamish Douglass resigns from Magellan board; Russia spiralling towards $210b default nightmare; “Asset Manager Capitalism”; Copper is a buy; GRR is n…
4 years ago
The Wet Finger Test
Season 5 Episode 10
Update from Denis in Ukraine; YAL dividend and drop; Copper is a sell; Another construction company collapse; ASG pulled pork; buying new entries; MM…
4 years ago
Coat LIfters
Season 5 Episode 9
War driving demand for precious metals; how to gross up the sell price of a stock going ex-dividend; tech pipe dreams; new consensus target date filt…
4 years ago
The Sound Of Cannon
Season 5 Episode 8
Markets and War; bank rate increase; MWY bad results; Construction collapse; Berkshire’s annual letter; GRR results; Portfolio average hold time; out…
4 years, 1 month ago
Overconfidence
Season 5 Episode 7
This week we’re talking about Navexa portfolio issues, overconfidence in investors, Murph resigns from Berkshire, Berkshire invests in a crypto bank,…
4 years, 1 month ago
The Pendulum
Season 5 Episode 6
Copper is a buy again, why VUK’s audit it NOT qualified, ASX CEO resigns, the impact of petrol prices, portfolio update, SGR has a qualified audit, N…
4 years, 1 month ago