Podcast Episodes
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Season 4 Episode 18
This week we recorded while I was staying with Tony down at Cape Schanck! We talked about the collapse of BPT, why ATL is our SOTW, the highlights o…
4 years, 10 months ago
The Fourth Law of Motion
Season 4 Episode 17
On this episode, we talk about our portfolio performance, SOTW, Colin Nicholson’s three market stages, Jack Bogle’s fourth law of motion, if SSG is a…
4 years, 11 months ago
The Gold Rush
Season 4 Episode 16
This week we chat with Chris Stott, Chief Investment Officer at 1851 Capital and then get into our regular show, where we discuss the MRC collapse, t…
4 years, 11 months ago
The Whip
Season 4 Episode 15
Regression testing with Dylan the intern; “A Quantitative Approach to Tactical Asset Allocation”; SOTW: MXI; Tony’s thoughts on investing in a NASDAQ…
4 years, 11 months ago
Water Your Flowers
Season 4 Episode 14
Ray Dalio on BTC. Lou Simpson’s investing philosophy. The proposed TLS break-up. Selling low dividend payers. Tolerance for older data. KRMs health …
4 years, 11 months ago
Home Invasions
Season 4 Episode 13
This week: MRC firing their CEO and the price dropped 25% - why didn't we sell?; Lincoln fund results; ASA webinar by James Holt; WAAAX performance 2…
5 years ago
The Death Cross
Season 4 Episode 12
Selling BEN; calculating portfolio performance; stocks being removed from an index; companies with just six months of data; timing of a new 3pt uptur…
5 years ago
Balancing The Fudge
Season 4 Episode 11
Workshops; Lemmings; CBA launches BNPL service; CVL below the buy price; STOW = GCY; ZIM audit unsplatted; How Tony decided to sell a stock before th…
5 years ago
Xmas In March
Season 4 Episode 10
The 2021 Buffett newsletter; Why we sold HAW & RMS; how important is negative EPS; the impact of unlisted share options; the high prices of the banki…
5 years ago
David Waldron
Season 4 Episode 9
Our guest on this episode is American investor David Waldron, author of "Build Wealth With Common Stocks", a great, new introduction to value investi…
5 years ago