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Tony talks about rights issues and some of the complexities involved in knowing whether to take them up or not. I know, right? Sounds boring! It wasn't actually, I learned a lot. We also discussed a few recent news articles about value investing, Tony reveals his wine of the week, and in our analysis section we breakdown the financials of Horizon Oil. 

As I'm posting this late in the day on 2019-12-04, our portfolio is out-performing the All Ords by 1300%!