– Do I pay tax to rollover my Super?

– The benefit of investing the baby bonus

– Berkshire post Buffett? Fortescue post Twiggy?

– What would the economy look like without COVID-19?

– What’s missing in NTA and NAV?

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– US rates drop… by a lot

– Will the RBA respond?

– Pinot and Picasso goes to the wall

– Lessons from the death of Tupperware

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– When did you last change your mind?

– Why list on the ASX?

– Chief Bottlewasher?

– ASX or overseas ETFs?

– Should I invest inside or outside Super?

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– What is the E in the P/E ratio

– Should I let my daughter buy Qantas?

– 5 questions before buying a stock?

– Should I buy an ETF while I look for better ideas?

– How do I consider US investing given the AUD?

– What about a three-company portfolio?

– Buying stocks using only one criterion?

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– The new, bizarre, Super tax

– Business lessons from… politics?

– New property taxes in Victoria

– Block flies high... and falls hard

– What next for the local and global economy? 

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– Where do I find new ideas?

– Shouldn’t people, companies and Super pay the same tax?

– How can you own coal?

– Equal-weighted or market-weighted ETFs?

– Pros and cons of DRPs?

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-- Good news on inflation

-- … But are we missing the point?

-- Short term savings at a long term cost for Qantas?

-- PwC tries to salvage its reputation

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– What about Private Equity?

– What is the Asset Turnover Ratio?

– Are Millennials destined to be the most affluent?

– How much is too much?

– How should I allocate my portfolio across ETFs?

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- ECB says rate rises are over

- Michelle Bullock takes over at the RBA

- The magic of money

- Staying long term when the market hates you

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- Hang on, what is an ETF exactly?

- Tell me more about selling?

- How many stocks is right for a portfolio?

- Isn't Ram doing the same thing with Bitcoin?

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- Great news on unemployment

- Qantas loses another battle

- The average fund makes what?

- A millionaire says the quiet bit out loud

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-- Advice for the kids from Katamatite

-- What’s wrong with buybacks?

-- Market crash: cheap or quality?

-- 4 day work week: I’m unconvinced

-- Global versus US ETFs?

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-- An argument on rates

-- GDP causes concern

-- The role of mental models

-- Qantas cauterises the wound

-- Fortescue bleeds executives

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– Rates down in NZ, maybe the US… and here?

– CBA’s $9.84b profit

– Just how are ‘fair prices’ for shares arrived at?

– Seek delivers a loss

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– How can I improve my returns?

– Should I sell and buy back, just for psychological reasons?

– How can a company be cashflow positive and report a loss?

– What should 20-somethings do with a windfall?

– Are shares really better than property?

– Is Australia’s mix of businesses about right?

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– Looking back at earnings season

– What's up with huge swings in share prices

– In praise of great management

– What’s going on with Resmed?

– ASX’s recent woes 

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– How much bank exposure should I have?

– What could go wrong with the banks?

– How much stock do you place in an audit report?

– How to pick stocks in a rapidly evolving tech landscape?

– How do you compare the network effects of incumbents versus the upstarts?

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– The inefficient market

– Stop trying to be too clever

– Retail woes / Scentre soars

– Do Westpac’s results give us a glimpse of the future?

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– What should I do when a trusted investor is selling?

– What about the tax on bank interest?

– Can I use the ASX’s P/E to decide when to invest?

– When would you sell Amazon?

– What about personalised ETFs?

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– Chinese deflation… now what?

– Transurban bounces back

– Telstra’s profit soars

– A(nother) new housing policy. Sort of.

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– The (questionable) lessons from wheatgrass

– Won’t rates go back to 15%?

– How do I stay the course?

– What about short-sellers

– Lessons from losers

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– CBA makes how much?

– Public policy goes nuts

– Berkshire hits an all-time high

– WeWork on life-support

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– The case for investing in Australian residential property 

– Until I can pay my taxes with Bitcoin, I’m out… 

– Bitcoin doesn’t scale 

– How should I add money to an existing portfolio? 

– Should I use charting to time my entry and exit? 

– Invest? Or pay down debt? 

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– The last rate hike? 

– Fitch downgrades US credit… does it matter? 

– Big writedowns for BWP 

– Is business right on tax reform? 

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– How can good companies thrive in a bad economy?

– Surely it’s time to buy Magellan?

– When should I stop adding to my portfolio?

– I have a valuation challenge for you!

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– X marks the spot

– Is housing the biggest moat?

– ‘Defined benefit’ Super?

– How should I benchmark shorter-term investments

– Are my ASX shares the same as the overseas ones?

– How should I evaluate ‘turnaround’ investments?

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– Scott goes away and the market goes up

– The beauty of the donut van in Berry

– What to expect this earnings season

– Target and K-mart to merge?

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– Will time catch up with Silicon Valley Bank

– Should Super and non-Super be invested the same

– I wanna be a ‘sophisticated’ investor!

– Can we fix inflation with fuel excise?

– Should I invest in an AirBnB?

– Aren’t retail shares too cheap to ignore?

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Scott and Andrew dive into the often-challenging world of portfolio construction.

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– Are two companies too much?

– Why has the Future Fund gone active?

– Growth or dividend ETF investing?

– Pros and cons of discretionary trusts

– What do you want in life? 

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– Why do we only talk about auction results?

– Should I sell my shares when on maternity leave?

– Advice for female investors?

– How do you manage your rainy day fund?

– Surely it’s time to use the offset?

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– Investment deathmatch: Pitting Harvey Noman against JB HiFi

– What about alternating investments in companies and ETFs

– In defence of CSL, Cochlear and ResMed

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An investors guide to valuation and business performance.

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– Do I need a CHESS sponsor for a Vanguard ETF?

– How important is company management?

– Do we need other cryptos beside Bitcoin?

– Investing in Uzbekistan?

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Scott and Andrew take you on a cook's tour through the financial statements, so you know what they mean and what to look for.

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– What caused the recent market ructions?

– Where is the serious economic policy?

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– Leaning into the ‘nuance’ of investing

– Why you shouldn’t give in to pessimism

– What about avoiding banks and miners?

– The Pros and Cons of SMSFs

– Emerging Markets ETFs?

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– Rates mightn’t go up as high as we think?

– Time to remove the RBA?

– Rex's $35m loss.

– What do we do about competition?

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– The stories we tell ourselves

– Hold ‘em or fold ‘em?

– Is it time for ‘proper’ investing?

– The $70,000 ‘pew pew’ gun

– Should I rebalance with bonds?

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– US rates pause & NZ in recession

– Consumer spending tips past a peak?

– What does it mean for housing?

– Is Australian housing really a ‘Ponzi’?

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– How do ETFs trade?

– The path to financial stability

– Income from funding LMI?

– In whose name should I invest?

– Will inflation hurt share prices?

– Do ETFs inflate the prices of big companies?

– Please have a rant!

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– Rates rise... And more to come?

– GDP growth slows and retail sales slump

– Investing in a world of second-order thinking

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– Is there an opportunity in agriculture?

– What about agtech?

– How should I help my 18yo son?

– Taking the Aussie dollar into account?

– Should we incentivise newly built homes?

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– Inflation jumps

– Phil Lowe tells some hard truths

– Wesfarmers ‘the honeymoon is over’

– Fixing the wages problem

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– Is it time to rebalance my portfolio?

– What to do with a non-renounceable rights offer?

– The skinny on SMSFs and Industry Super

– Is 'sentiment' really all that's separating these businesses?

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– UK inflation falls… a little. Sort of.

– The ugly truth about interest rates

– What to do with a lower Aussie dollar

– What does the Rich List tell us about Australian business

– Should we tax wealth?

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– Should we back up the ute on Nvidia?

– Oi! Bitcoin is a currency, not an investment.

– Did Xero make a mistake cutting staff?

– How can bitcoin make my pizza cheaper?

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– Does the pace of change make stock picking impossible?

– Is now the right time to buy a house?

– What about a leveraged ETF?

– What about a supply response to inflation?

– The skinny on activist short-selling

– Why don’t people talk about ROE more?

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– Is the US going to default?

– How to invest in an inflationary world

– ChatGPT moves into funds management?

– What’s the role of corporate activism?

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– What’s Strawman? 

– How to deal with CGT with takeovers? 

– How important is keeping track of performance? 

– What about the medicinal marijuana industry? 

– What is ‘consensus’? 

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