Category: Podcast
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TPN Podcasts for Week 40, 2019
On this week’s episode of QAV, Tony has some new insights into ways to possible analyse growth stocks using the checklist and Cameron has to pick himself up off the floor. In our analysis section for premium members, we look at FMG, Fortescue Metals Group. In this final episode of our China series, we talk…
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TPN Podcasts for Week 39, 2019
This week we’re answering a number of listener questions, including one about how much attention Tony pays to “tailwinds” or macro factors affecting an industry or the economy. We also talk about how Tony deals with red flags in companies he has invested in, and he talks about some mistakes he has made recently. In…
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TPN Podcasts for Week 38, 2019
In this episode Tony explains how he think about structuring a portfolio taking into consideration your appetite for risk and volatility. We also answer some listener questions about the process of buying shares, how to work out the most undervalued Top 10 stock, and the NEFF ration. Oh yeah, and I sing Tony a song.…
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TPN Podcasts for Week 37, 2019
Based on an email from one of our QAV Club members, this week Tony shares his views on the various investing tax structures. We also talk about how we’re managing the dummy portfolio. And in our QAV Club analysis section this week, we’re looking at IFN. Americans were told that the invasion by North Korea…
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TPN Podcasts for Week 36, 2019
It’s reporting season and Tony is EXCITED. On this week’s show we talk about the cause of CRN’s sudden decline, and analyse two companies – BHP and QAN. We are also adding quite a few additional stocks to our dummy portfolio based on Tony’s private analysis. Born 1401 as Tommaso di Ser Giovanni di Simone,…
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TPN Podcasts for Week 35, 2019
This week on TPN: On our podcasts this week we talked about the impact of the US bond market’s “inverted yield curve”; how the USA imposed “freedom” on South Korea; the influence of Fra Angelico and Pope Nicholas V on the early Renaissance; all of the horrible things Tiberius did in his sex palace and the…
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TPN Podcasts for Week 34, 2019
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TPN Podcasts for Week 30, 2019
This week on TPN: On our podcasts this week we talked about how the Berlin Airlift was more of a propaganda win for the US, rather than an actual exercise in humanitarianism; how Poggio Bracciolini hated his four years in England and thought of the Vatican as a “lie factory”; why Iran’s claims to have arrested…
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TPN Podcasts for Week 29, 2019
This week on TPN: On our podcasts this week we talked about the background to the Berlin blockade; how one Florentine scholar in the early 1400s taught the city how to be cultured; how Sejanus went in a single day from being the second most powerful man in Rome to being torn apart; and the value…