Podcast Episodes
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Season 7 Episode 22
In this episode, Tony provides insights into recent retail sales figures, the market's reaction, and the concept of 'confession season' in the corpor…
1 year, 10 months ago
Dr No
Season 7 Episode 21
In 721 we discuss the pain of FND, why Aussie investors keep investing in unprofitable companies, and TK does a Pulled Pork on SRV. In the club edi…
1 year, 10 months ago
Boom!
Season 7 Episode 20
The Budget cometh, Lessons in Kindness from Buffett, and a Deep Dive into Boom Logistics. Also in the Club edition: Reflections on Jim Simons and Qu…
1 year, 10 months ago
Peaking at 99
Season 7 Episode 19
This week we're talking about the Berkshire Annual Meeting, China's gold purchases, a pulled pork on EHL (Emeco Holdings), SXE profit guidance update…
1 year, 10 months ago
Poifect!
Season 7 Episode 18
This week we're talking to Matt Walker about his regression testing system, Stock Doctor's continuing data quality issues, NCK's UK expansion, HMC Ca…
1 year, 11 months ago
The Power of Sacrifice
Season 7 Episode 17
This episode includes a deep dive analysis of Bank of QLD (BOQ), Joyce Corporation Ltd (JYC) and Atlas Pearls Ltd (ATP), Howard Marks on Chess and Ri…
1 year, 11 months ago
The Omnishambles
Season 7 Episode 16
The AORD dropped this week, as did BOQ, TK does a Pulled pork on RSG. Also in the Club edition: WOW’s CEO threatened with time in the big house, FND…
1 year, 11 months ago
The Fourth of the Fourth
Season 7 Episode 15
The IMF on China, Diller on Trump Social, Bitcoin and Beanie Babies, pulled pork on A1M. Also in the Club edition: Cash and Armaguard, Anscombe’s Qua…
1 year, 11 months ago
Tessellating Nonagons
Season 7 Episode 14
This week: Daniel Kahneman RIP, Sturgeon’s Law, Pulled pork on ASB Plus, in the Club edition: Valuing Bitcoin, Coking coal a sell, New Regression Tes…
1 year, 11 months ago
Highly Sensitive Stocks
Season 7 Episode 13
This week: Do ASX investors need to get used to expensive stocks, and a pulled Pork on G8 Education (GEM). Also in the Club edition: theories on why …
2 years ago