Crash and Bash — QAV AU 917

About this episode

The episode discusses the dummy portfolio's performance, a Trump security incident, and a detailed analysis of AMA Group's recovery efforts.

On this episode we check in on the dummy portfolio (running at double the market over the last year), chat about the Trump assassination attempt security shambles, and Tony does a full Pulled Pork on AMA Group — Australia's largest listed smash repairer, a turnaround story that's clawing its way back to profitability after a brutal post-COVID debt hangover. We also cover the Joe Longo ASIC farewell, the SDI acquisition update, MMI's share consolidation, and Greg Abel's first Berkshire Hathaway letter.

People in this episode

Hosts: Tony Kynaston, Cameron Reilly

Topics covered

• dummy portfolio
• Trump assassination attempt
• AMA Group
• ASIC farewell
• Berkshire Hathaway

Keywords

• dummy portfolio
• Trump
• AMA Group
• ASIC
• Berkshire Hathaway
• MMI
• SDI
• Greg Abel
• Joe Longo

Mentioned in this episode

Organizations: AMA Group, ASIC, Berkshire Hathaway, MMI, SDI

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