@Michael76756323 @Filapek Mike i stole your idea above lol

@Filapek As i wrote last year "losing my religion", the new stuff cant replace the old products dropping off plus diworsificaiton

@OwenRask Owen i suspect the guys that you want to talk to aren't incented to talk, however Ralph Norris set CBA up, the ex MQG CEOs were masters at their craft, imo

part 2 the only new play thing has been GYG that i can see. so the dearth of new "clean" ideas has pushed the risk takers into the past, so we have the return of the zombies.

2024 the year of the zombies. As the bull market matures, investors move out on the risk curve (as always), usually, they buy past winners or they look for new ideas that have not betrayed their trust. 2024 has been a bit different ZIP, APX NXL are all up +200%, unusual.

Ive got an idea for Super balances above $3m, which IMO is a complete rort, let them keep >$3m balances, but the excess must be invested in MA(Australia)GA bonds, everyone wins! 😁

Did I just read Dutton saying the immigrants are eating cats in Penrith? 😂

@OwenRask The valuation makes sense as long as they conquer the Martian market ! 😂

@RobertKennedyJr @realDonaldTrump Somewhere Goebbels is smiling

NRL--the Panthers have lost half their team that won the 2021 Premiership, they should hire the most valuable person in the league, the guy you keeps Easts under the salary cap, lol

@claudedwalker look at my note on SM

@Filapek Rudi re the CSL comments on "the call", you needed to explain the difference between growth investing and momentum investing! was there a disclaimer on that show? anyway carry on

@Filapek its endemic, esp retail punters, when you ask for a view on a stock, you get a SP history, or if they own it at a profit the exact SP they bought it at! what do you think of AMZN? i bought it at a dollar thirty seven.....thats it ... they dont know or are insecure...dont know

@1stlevelthinker My suggestion for earning calls to be scheduled like planes landing never got a Guernsey

@VoteLewko When i travelled from Istanbul to Amman by bus, I found almost all the Arabs friendly, except the Palestinians , they threw rocks at me! Why? Apparently it’s their thing! Maybe next door to albo is a good place for them

@Filapek @bowtiedstocks Using a pe for heavy cyclicals show a misunderstanding of the concept, pe works best for modest growth, worst for cyclical extreme growth and growth needing no reinvestment. It’s in my next ASA presentation

Americans have a very unusual relationship to firearms, dont they

@Filapek I can imagine a RBA board meeting as a rerun of Abbot and Costello's "who's on first"...going round and round and getting nowhere

@RodneyForrest00 Only buy quality at 52w lows.......I mean real quality not some micro wannabe...imo