Season 1, Episode 8

 ATL 

Apollo Tourism & Leisure is a multi-national company focused on manufacturing, rental, sales and distribution of a range of RVs including motorhomes, campervans and caravans. How does their company stack up to the QAV checklist? Listen and find out. 

Related

S02E08 Tony’s Mankini

Tony talks about the UNV offer and why we sold it last week and CSV’s recent acquisition, which took it out of our portfolio. To answer a question from QAV Club member Nick B, we also talk more about when and why Tony will exit a stock. Our Stock Of The Week is AQG, Alacer Gold. And then, we watch in amusement as the ASK dives while we are recording the episode and Tony explains why, as a value investor, he worries more about his golf swing than he does and ups and downs of “Mr Market”.

S02E07 The Shoe Salesman

​Steven Mabb is our guest on the show today. He’s a recent QAV Club subscriber but has been a full time investor for the last couple of years, since exiting a very successful footwear business.He and Tony compare notes about investing in International ETFs, why buying stock #201 is a good strategy, neobanks, shareholder associations, and cheap brokerage versus using a full service broker.In our Club edition, our stock of the week is BPT (again). And we answer a question from Ange about what qualifies as a ‘recent positive upturn’. We also talk again about the decline of our portfolio in recent weeks due to the COVID-19 panic. Tony reminds us about Warren Buffett’s story about “Mr Market”.

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  1. What We’re Talking About 2019-04-19 | the podcast network - […] QAV S01E08 – Apollo Tourism & Leisure […]

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