In this episode, we do a deep dive into 'Reminiscences of a Stock Operator' by Edwin Lefèvre, detailing Jesse Livermore's life and lessons. We give AU and U.S. portfolio updates, some discussion about interest rates and the housing market, say goodbye to VUK, keep an eye on the iron ore price, reveal TK's recent mistakes, and talk through a quote from 'What Works on Wall Street' by O'Shaughnessy. The 'Pulled Pork' segment looks at one of our U.S. investments, American retailer Lands' End (LE), its history and recent quarterly results.
Activity