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 does an Indian ATM deal, TK talks about the Pulled Pork and Billionaire Portfolios.

The Fourth of the Fourth

14 days ago 30m 45s

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 Quartet, Regression testing, Tesla veers to the EV slow lane, Ex-defence minister Pyne is Hanwha’

Tessellating Nonagons

21 days ago 37m 43s

This week: Daniel Kahneman RIP, Sturgeon’s Law, Pulled pork on ASBPlus, in the Club edition: Valuing Bitcoin, Coking coal a sell, New Regression Testing results, Alchemy substack, Collins St does well again, ABB news, the performance of foun

Highly Sensitive Stocks

28 days ago 29m 7s

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 KSC spiked, whether AMC CEO’s sudden resignation is a red flag, MEA is being sold, Macquarie’s

China Beats Expectations... Again

Mar 19th, 2024 40m 45s

This week, while the RBA meets, we talked about ABB dropping 20% in a day, steel and coking coal fall, China’s economy beats expectations in the West, regression testing update, Damstra (DTC) is taken over, and a pulled pork on MSV.

Business As Usual

Mar 13th, 2024 27m 50s

This week: Delisting of TGA, VUK acquisition, Pulled pork on BOQ. In the Club edition only: SD fix NWS issue, IRI loses Chair of Audit Committee, Tony’s testing on 2BL sell trigger, Tony answers questions about how to manage a portfolio if yo

Do Ya Think I’m Sexy?

Mar 6th, 2024 29m 17s

This week: AORD his another all-time high, reporting season is over (but now we’re in ex-div season), ING recorded a massive profit but the market dumped it anyway, Pulled pork is on Regis Healthcare (REG).Also on the Club edition: Ray Dalio

The Architect

Feb 28th, 2024 48m 39s

This week: We discuss our favourite bits of Buffett’s new annual letter, and Tony does a pulled pork on Vulcan Steel (VSL).Also in the Club Edition: We discuss the results of a new 20% Rule 1 simulation, Reporting Season News, LNG is a sell,

The Architect

Feb 27th, 2024 42m 36s

This week: The market remains buoyant on the back of positive earnings, DTL crashes 22%, Buridan’s Ass, Pulled Pork AGL.Also in the Club edition: Darryl’s portfolio analysis, Magnificent 7 profits now exceed almost every country in the world,

Buridan's Ass

Feb 21st, 2024 42m 36s

Three Men and a Tiger

Feb 14th, 2024 41m 29s

This week: Market and portfolio updates; Nick Scali and Myer jump on profit results; the pitfalls of passive investing; the cracks deepen beneath the market’s surface; Woodside Santos merger collapsed; pulled pork on MME. Also in the Club edi

The Anti-QAV

Feb 7th, 2024 29m 50s

This week on QAV: Market hit all time high, then retreated… because of McDonalds in Gaza?!; Portfolio report; pulled pork on Metcash (MTS). In the Club edition: CCP results and share price; System Justification Theory; Elon’s Tesla strategy

Base-Rate Neglect

Jan 30th, 2024 40m 49s

This week we’re talking about: Munger’s final portfolio, Base-Rate Neglect, Pulled Pork - TLSPlus, only on the Club edition: Evergrande liquidation, Aluminium and CAA, Fund managers reveal their big investment mistakes, Crypto still isn’t

Investor Fatigue

Jan 23rd, 2024 40m 48s

On this week’s show: Retail traders are suffering from fatigue; Lithium and tech stocks crashing; AI means the cost of intelligence will plummet. Club edition also includes: Why TK keeps his mortgage facility open; Pulled pork on FND.

The Curse of Knowledge

Jan 17th, 2024 35m 48s

Market and portfolio updates, Brent’s secret QAV tweaks which delivered his terrific results, and GNC vs Wheat. In the Club episode, Pulled pork on Brambles (BXB), STOCKOPEDIA NAPS, the “Curse of Knowledge”, more discussion on Average True

Skill Compensation

Jan 11th, 2024 39m 25s

TK’s back to talk about: "Santa Claus" rallies, a Pulled pork on Resimac RMC, and using an ATR stop loss. In our club episode, we're also talking about how to score N/A on Health Stable or Increasing, and What I Learned About Investing from

Happy 2024!

Jan 2nd, 2024 45m 3s

On our first show of 2024, I’m covering how the market and our portfolio ended 2023, adding GEM back to a portfolio, TK has a pulled pork on COF, and I talk to ChatGPT about the role the USD being the world’s reserve currency plays in the stren

Depressive Realism

Dec 27th, 2023 31m

On our last episode for 2023, I’m flying solo, but I do have a pre-recorded pulled pork from TK on ERD, and I’m also talking about the sudden falls last week by CLX, MTO, and ASG, as well as the first of Morgan Housel’s “100 LITTLE IDEAS”.Onl

Happy ASXMAS

Dec 20th, 2023 37m 10s

On this episode: The AORD is having a good Xmas (so far), STW and AFI above their buy lines, our portfolios are doing well, pulled pork on CXO (Core Lithium) Club: new Commodity Status history feature, PRN poll, FPR net operating cf, CCP on

Turducken

Dec 13th, 2023 43m 2s

On this episode we’re discussing Charlie Munger, pulled pork on ING, and if QAV is based on momentum and minimizing losses.In the club edition only: PRN’s guidance, ATP’s bump, ADT survey results, portfolio updates, RBA rate hold, MMS losing

Farewell Charlie / Ryan’s Analysis

Dec 5th, 2023 35m 31s

On this week's episode, I do a farewell to the late, great Charlie Munger, and in the Club episode, TK takes us through the analysis he and Ryan did about Rule 1 and buying from the top or bottom of our list.

Management Quality

Nov 29th, 2023 33m 36s

This week we're talking about how we assess management quality, how to invest if you have a lumpy income, a pulled pork on MMS, and (only in the Club edition) Ridley Scott's appalling Napoleon film.

The BRHG

Nov 22nd, 2023 33m 15s

This week in the free episode we’re talking about how immigration is driving inflation, last week’s drama with KAR and NTD, how Oil briefly became a sell, breaking down BPT’s revenue from oil, the de-stapling of ABG and ASK.In the Club episod

One Trick Pony

Nov 14th, 2023 36m 28s

This episode: Australian income drops, Munger says we need to buy tech stocks, Pulled Pork on CVL.Club edition only: ASX historical average 13.2%, Iron ore and China, HESTA fined by ASIC, ANZ's results lead to drop, how to deal with a situati

Punch Drunk

Nov 6th, 2023 29m 15s

ASX making us feel punch drunk; QAN revolt; MQG profit drop; pulled pork SSM; Club edition only: JHG delisting; Light Sells analysis; new survey on ADT; SSR down; FPR up; Buffett’s cash pile; RBA meets; cup tips!