Season 5 · Episode 49
QAV #549 — Windy and Wet
QAV Investing Podcast (Free Edition)
December 13, 202232m 23s
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Show Notes
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.