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.

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.

TK’s back to talk about: "Santa Claus" rallies, a Pulled pork on Resimac RMC, and using an ATR stop loss. In our club episode, we're also talking about how to score N/A on Health Stable or Increasing, and What I Learned About Investing from Darwin by Pulak Prasad, WHC & Thermal Coal, Skill Compensation, Dogs of the Dow, and the proposed Woodside/Santos merger.

On our first show of 2024, I’m covering how the market and our portfolio ended 2023, adding GEM back to a portfolio, TK has a pulled pork on COF, and I talk to ChatGPT about the role the USD being the world’s reserve currency plays in the strength of the US economy.

On this episode: The AORD is having a good Xmas (so far), STW and AFI above their buy lines, our portfolios are doing well, pulled pork on CXO (Core Lithium) Club: new Commodity Status history feature, PRN poll, FPR net operating cf, CCP on a tear, talking about REITs, pulled pork on CXO (Core Lithium) and why BFG is having a run.