QAV #549 — Windy and Wet

from QAV Investing Podcast (Free Edition) · host Cameron Reilly

RBA and rates, Coal, Iron Ore and Gold are all buys, Portfolio update, bank dividends, Clough collapse and BPT, Pulled pork AGG, trailing stop losses, inflationary pressures, how TK comes up with hurdle rates, C6C selling it’s Australian assets, IRR v CAGR, share buybacks, how to get to Berkshire’s 2023 AGM. Blackstone to limit redemption requests, the impact of the gas price cap.

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This episode is 32 minutes long.

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This episode was published on December 13, 2022.

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