May 21, 2024 23 min

QAV 721 — Dr No

from QAV Investing Podcast (Free Edition) Hosted by Cameron Reilly

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 edition only: the myth of the ‘new normal’, why LIC AFIC is selling below its NTA, how Aussie investors can benefit from the AI boom, what we should do about copper prices being up, how to interpret the number of buys going down, how often is TK is making purchases based on factors outside the numbers, and how to interpret the resignation of the PRN CFO.

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QAV 721 — Dr No

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This episode was published on May 21, 2024.

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