Podcast Archive

Marcus Strategy August 5th 2021 - Ho-Hum. Spock at a loss. What does Macquarie know about REA? CSL is dull.


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Robinhood shares double in a week - we look at the difference between sentiment and fundamentals and why you need not beat yourself up when you miss the short term pops or get caught by the short term drops. Otherwise, we're treading water, NCK results were good, it's quadrupled and it's still cheap. Macquarie says BUY on REA two days before the results. We'll find out what they know when the results come out. CSL looks dull. Lots of other stuff. 

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