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QAV 740 – Release the Sausages!

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Manage episode 443356734 series 2511970
Content provided by Tony Kynaston & Cameron Reilly, Tony Kynaston, and Cameron Reilly. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Tony Kynaston & Cameron Reilly, Tony Kynaston, and Cameron Reilly or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
In this episode, we do a deep dive into 'Reminiscences of a Stock Operator' by Edwin Lefèvre, detailing Jesse Livermore's life and lessons. We give AU and U.S. portfolio updates, some discussion about interest rates and the housing market, say goodbye to VUK, keep an eye on the iron ore price, reveal TK's recent mistakes, and talk through a quote from 'What Works on Wall Street' by O'Shaughnessy. The 'Pulled Pork' segment looks at one of our U.S. investments, American retailer Lands' End (LE), its history and recent quarterly results.
  continue reading

320 episodes

Artwork
iconShare
 
Manage episode 443356734 series 2511970
Content provided by Tony Kynaston & Cameron Reilly, Tony Kynaston, and Cameron Reilly. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Tony Kynaston & Cameron Reilly, Tony Kynaston, and Cameron Reilly or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
In this episode, we do a deep dive into 'Reminiscences of a Stock Operator' by Edwin Lefèvre, detailing Jesse Livermore's life and lessons. We give AU and U.S. portfolio updates, some discussion about interest rates and the housing market, say goodbye to VUK, keep an eye on the iron ore price, reveal TK's recent mistakes, and talk through a quote from 'What Works on Wall Street' by O'Shaughnessy. The 'Pulled Pork' segment looks at one of our U.S. investments, American retailer Lands' End (LE), its history and recent quarterly results.
  continue reading

320 episodes

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