Podcast Episodes

Headless Chickens

Season 4 Episode 28

Another long episode (1.5 hours)! We talk about our performance vs the top funds; Buffett’s ABCs; Why TK bought gold miners over retailers last week;…

4 years, 8 months ago

The Mystery of The Reducing Scores

Season 4 Episode 27

This week we discuss our EOFY result (48%); decide to sell VUK again; MYR and Solly Lew; SOTW is GRR; the Sell price for BCN; contrarian investor Mic…

4 years, 8 months ago

The Naked Auditor

Season 4 Episode 26

A massive two hour episode (for club members) this week! We talk about Gary’s Strawman results, a final portfolio update for the FY, Tony’s SOTW (BCN…

4 years, 9 months ago

The Big Mac Line

Season 4 Episode 25

With the ASX in free fall, we talked about ATL’s sell line, selling VUK, some new stocks to hit my scorecard, including CLX, NGE, VTG and SHJ, Tony’s…

4 years, 9 months ago

Flat Bottomed Girls

Season 4 Episode 24

We debate the 3PTLs for ATL and AGD, talk about the recent jumps in price for AIS and CGS, the ANZ price, the lag in dividend payments, the results o…

4 years, 9 months ago

Hooked On The Fudge

Season 4 Episode 23

4 years, 9 months ago

James Holt, Perpetual

Season 4 Episode 22

We chat with James Holt, Director, Investment Solutions at Perpetual, then get into news and Q&A. This week Tony answers your questions about how com…

4 years, 10 months ago

Hara-kiri

Season 4 Episode 21

This week we’re talking about why we sold MRC and bought ATL; FMG is down and Tony’s current thinking about commodity 3PTLs; why we’re taking ETFs an…

4 years, 10 months ago

Navexa

Season 4 Episode 20

In the first half of this episode we're joined by Navarre Trousselot & Thom Benny from Navexa, an online portfolio platform, who tell us a bit about …

4 years, 10 months ago

The Beauty Pageant

Season 4 Episode 19

We talk about the bank results; tech wreck; Buffett breaking the NASDAQ; Increasing Net Equity v NEPS; re-naming the “buy list”; LICS and NTA; Price …

4 years, 10 months ago