{"version":"1.0","type":"rich","provider_name":"Acast","provider_url":"https://acast.com","height":250,"width":700,"html":"<iframe src=\"https://embed.acast.com/$/4cf401e4-d184-543c-b73b-5fa7140b9811/6464957a09cd110011d84845?\" frameBorder=\"0\" width=\"700\" height=\"250\"></iframe>","title":"QUICK TIP - Analysts gazing longingly into the future. Sometimes it's right to be wrong.","thumbnail_width":200,"thumbnail_height":200,"thumbnail_url":"https://open-images.acast.com/shows/6113e4c28b4903ca8716f769/1684369425483-bfd5b2f0a60f9221c1639b25fd9cea00.jpeg?height=200","description":"<p>I was interviewing Andrew Page of Strawman on the 24th April this year. It was on the day that Bluescope Steel announced a significant earnings upgrade. I used this opportunity to find out Andrew’s thoughts on what it meant, why he doesn’t invest in companies that are exposed to commodities, and more importantly, the immediate affect on the share price.</p><p><br></p><p>Phil's Linktree: <a href=\"https://linktr.ee/phil_muscatello\" rel=\"noopener noreferrer\" target=\"_blank\">https://linktr.ee/phil_muscatello</a></p><p><br></p><p><strong>Tony Kynaston</strong> is a multi-millionaire professional investor thanks to the <a href=\"https://qavpodcast.com.au/register-3/\" rel=\"noopener noreferrer\" target=\"_blank\"><strong>QAV</strong></a> checklist he developed. Tony's knowledge and calm analysis takes the guesswork out of share market investing. Use the coupon code SFB for a 20% discount on <a href=\"https://qavpodcast.com.au/register-3/\" rel=\"noopener noreferrer\" target=\"_blank\"><strong>QAV</strong></a><strong> Club</strong> plans or SFBLIGHT for a free month of <a href=\"https://qavpodcast.com.au/register-3/\" rel=\"noopener noreferrer\" target=\"_blank\"><strong>QAV</strong></a><strong> Light</strong>. Here's the link to sign up:&nbsp;<a href=\"https://qavpodcast.com.au/register-3/\" rel=\"noopener noreferrer\" target=\"_blank\">https://qavpodcast.com.au/register-3/</a></p><p><br></p><p>Portfolio tracker <a href=\"https://www.sharesight.com/sharesforbeginners/?utm_source=aff-sharesforbeginners&amp;utm_medium=affiliates&amp;utm_campaign=aff-sharesforbeginners\" rel=\"noopener noreferrer\" target=\"_blank\"><strong>Sharesight</strong></a> tracks your trades, shows your true performance, and saves you time and money at tax time. <a href=\"https://www.sharesight.com/sharesforbeginners/?utm_source=aff-sharesforbeginners&amp;utm_medium=affiliates&amp;utm_campaign=aff-sharesforbeginners\" rel=\"noopener noreferrer\" target=\"_blank\"><strong><u>Sharesight</u></strong></a> automatically tracks price, performance and dividends from 240,000+ global stocks, crypto, ETFs and funds. Add cash accounts and property to get the full picture of your portfolio – all in one place. Get 4 months free at <a href=\"https://www.sharesight.com/sharesforbeginners\" rel=\"noopener noreferrer\" target=\"_blank\">https://www.sharesight.com/sharesforbeginners</a></p><p><br></p><p><strong>Disclosure:</strong> The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.</p><p><br></p><p>Shares for Beginners is a production of Finpods Pty Ltd. The advice shared on Shares for Beginners is general in nature and does not consider your individual circumstances. Shares for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs.&nbsp;Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708,&nbsp;AFSL - 451289.</p>","author_name":"Philip Muscatello - Australian Investor Education"}