show episodes
 
Each week, host Richard Carroll discusses a different musical with smart and hilarious guests, including Joel Creasey, Lucy Durack, Leigh Sales, David Campbell, Virginia Gay and Julia Zemiro. Each musical gets an in-depth going-over – from deconstructing the minutiae of the plot, to fan-girling over the songs, reminiscing about the impact of the musical on our lives, and interrogating the unanswered questions we’ve always wanted resolved.
 
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show series
 
While MacArthur plans his Inchon invasion, Stalin and Nehru are trying to negotiate a peace deal, but it was rejected by the USA. The KPA are setting up people’s democratic committees in the South while they have a chance. But then MacArthur’s landing at Inchon goes more smoothly than anyone could have imagined – mostly because the North had alread…
 
We chat with James Williamson, value investor, and Founder, Executive Director & Chief Investment Officer at Wentworth Williamson Management. We also talk about Brett’s new 3PTL tool, Gary’s terrific QAV-based paper returns on Strawman, MYE fatality and price drop, ZGL price update, FMG - huge drop, execs leaving in droves, CVW financials in SD, ha…
 
Leonardo worked out gravity 200 years before Newton, the wave nature of light 200 years before Huygens, developed “da Vinci’s Rule” and understood the nature of time before Einstein. And he was obsessed with the tongue of the woodpecker. Oh dear! This page contains Member's Only content... and you aren't logged in! Sucks to be you, seriously, becau…
 
This is part two of a massive two-and-a-half-hour chat we had recently Edward J. Watts, a professor of history at the University of California, San Diego, and author and editor of several prize-winning books, including THE FINAL PAGAN GENERATION, a great book about HYPATIA, a book out about the collapse of the Roman Republic, MORTAL REPUBLIC, and h…
 
This week on QAV we talk about Bloody Thursday, James’ great QAV results, how Navexa calculates portfolio returns, Buffett’s global market indicator, CVW hiring investment bankers, CCV’s new QAV score, audit reports still coming out, ATL’s audit, lobbying ASIC about 4E statements, Josephines being due to dividend drops, Munger’s “always invert” les…
 
In this episode, we talk about the recent decision by the High Court of Australia that ruled that the owners of Facebook pages are potentially liable for defamatory comments made by commentators in a post. We then explored briefly what is defamatory and the potential defences. We also looked at whether members of the public who are owners or admini…
 
American soldiers slaughter hundreds of innocent civilians at No Gun Ri, then deny it for 50 years. Lieutenant Eugene Clark does some brass balls recon of Inchon ahead of Dougie Mac’s big landing, aka “Operation Common Knowledge”. There something secret here that only members can see. Probably an audio player or something. HOW TO LISTEN If you are …
 
Tony reports on his recent analysis on companies that go from a negative cashflow to a positive cashflow; Tony has been trying to find a place where a qualified audit is recorded that makes them easier to find than having to scroll through the annual report; GLE’s results are out and their shares are up; Speaking of scorecards, we’re publishing our…
 
Leonardo had little formal education. And for many years he was quite proud of the fact. But then – like certain podcasters – he started to get his knowledge from books, helping to invent the scientific method. Oh dear! This page contains Member's Only content... and you aren't logged in! Sucks to be you, seriously, because the content you are miss…
 
Edward J. Watts is a professor of history at the University of California, San Diego, and author and editor of several prize-winning books, including THE FINAL PAGAN GENERATION, a great book about HYPATIA, a book out about the collapse of the Roman Republic, MORTAL REPUBLIC, and his latest book is THE ETERNAL DECLINE AND FALL OF ROME. This is part …
 
In this episode we discuss: The NTOS went Viral Crofton Street Gospel Hall VAD committee report is out Catholic Hospitals ACL is pro life but pro freedom to die to shop ACL Full Page Ad Brian Houston – Concealment Covid and Essential Report Covid Stuff Ep 310 – Models Schmodels A pandemic of the unvaccinated Phasers on Stun The Doherty Report Gratt…
 
This week we have some big news, talk about some minor errors we’ve fixed in the checklist and bible, then Tony does a pulled pork on COG, we explain ASX’s cash flow anomaly from last week, Tony talk about some recent regression testing he has done on selling when the QAV score hits 0.5 and on using ROE in our checklist, Shell scenario planning fra…
 
While Australian Mustangs are supporting – and sometimes killing – the Americans troops in Korea, an Australian journalist prevents war crimes by the South against prisoners. The North, who see the South as collaborators and traitors, also commit atrocities, as do the Americans. The British government finally and reluctantly send a token force, whi…
 
Leonardo was a wild and crazy guy. He liked to party. And it may have saved his new official gig with the court of Sforza to build the world’s biggest horse. Oh dear! This page contains Member's Only content... and you aren't logged in! Sucks to be you, seriously, because the content you are missing is really funny. And clever. And probably very, v…
 
That Didn’t Age Well NSW Forget Eradication – The goal is vaccination The NSL did a Poll Whoops! Anti-Lockdown Protesters Fighting For Human Rights Forget To Attend Rally For Asylum Seekers The Victorian government has endorsed men’s paid sexual access to the bodies of women Maricopa County Afghanistan Labor Capitulates Labor and its imaginary frie…
 
On this episode we talk about finding ASX300 stocks, CGF is the pulled pork, range trading, buying and selling during reporting season, Rule #2, calculating portfolio returns for volatile portfolios, natural gas, palladium, nickel and aluminium stocks, taking quality of management into consideration, the CBA off market buy back, the MXI 5:1 consoli…
 
More and more US troops landed in Korea in July-August 1950, only to get immediately crushed by the North. The segregated African-American unit, the 24th infantry of the 25th division, got special criticism for their inability to stand their ground. Yet the US/UN troops were actually killing a lot of KPA troops. Meanwhile Rhee’s ROK men were forcin…
 
With Seneca out of the way, Tigellinus brings down the other prefect, Rufus. To strengthen his relationship with Nero, he increases his paranoia about the two men Nero had recently exiled for being threats to his power - Plautus and Sulla. Poppaea, not happy with Nero just divorcing Octavia, makes sure she gets rid of her forever. The post Nero #16…
 
I’m joined by Trevor Bell from The Iron Fist & The Velvet Glove podcast to talk about the state of COVID as of August 2021. This is the first part of several upcoming episodes where we look at the state of the global pandemic, as well as explore the various theories about the effectiveness of lockdowns and vaccinations. The post BFTN 95 – COVID 202…
 
The next US unit to face the North Koreans was the 34th infantry – 1981 men, but still no tanks, no anti-tank weapons. Did the US learn from their first disaster in Korea? Meanwhile, on 10 July, Dougie Mac was formally appointed Commander-in-Chief of the United Nations Command – despite the UN wanting someone else for the job. A US General gets cap…
 
“Man, called a little world, contains in himself all the general perfections of the whole world”, wrote Leonardo’s friend, Francesco di Giorgio Martini. The two of them, and their friend Giacomo Andrea, all took turns at drawing “the guy doing naked jumping jacks” aka Vitruvian Man. One of those drawings became the most famous drawing in the world.…
 
In this episode we discuss: Olympics Moreton College Formal Freedom and Lockdowns NSW BS on Lockdowns Lockdown Protests Flight Attendant King’s School Lockdown Skeptics Bemoan “Fear” I’m a Parkland Shooting Survivor. QAnon Convinced My Dad It Was All a Hoax. Vaccinations Social Media and Misinformation Hillsong in Mexico Friends What did Hitchens s…
 
This week we talk about why MML crashed after it announced its quarterly results. How Tony uses “Rule #1” to avoid losing money. Lots of interesting things going on with oil at the moment. How mergers and acquisitions can be a signal of late market cycle behaviour. Why FMG’s huge dividend payout is a signal of things changing with the company. RIO’…
 
This week we talk about MIL’s “Emphasis of Matter”, MXI’s trading halt, MTO’s sell line, MML’s sell line, ABA’s buy line, WWG’s QAV score, investing in QAV to build up a deposit for a property, Tony’s pulled pork is HZN, CBA’s sell line, MQG’s sell line, the oil price’s sell line, ANZ’s sell line, tailwinds, using EV/EBITDA, XRO’s sell line, how To…
 
Marcus Vitruvius Pollio, author of De Architectura (circa 25 BCE), had a massive influence on Leonardo and his contemporaries, including his role in the most famous drawing of all time – Leonardo’s Vitruvian Man. Oh dear! This page contains Member's Only content... and you aren't logged in! Sucks to be you, seriously, because the content you are mi…
 
In this episode we discuss: Vale Peter Toy Hosting A Black Mass is against Workplace Health and Safety rules Robin’s Petition re Prayers Billionaires in a Space race VAD in QLD VAD Hearing in Qld Lockdowns this week Opposite day Queensland electrician admits removing genitals of two men at their request The Drum has a right-wing bias Sexual Harassm…
 
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