QAV - Investing In Shares Tony Kynaston & Cameron Reilly

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 Risk, Dummy Portfolio and dividends, and a regression testing update on QAV scores.

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 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,

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 Testing results, Alchemy substack,

Collins St does well again, ABB news, the performance of founder lead companies.

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 new FOMO meter, ABB’s Superloop troubles, and what to do if you still own VUK.

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.