Season 1, Episode 29

 Tailwinds

This week we’re answering a number of listener questions, including one about how much attention Tony pays to “tailwinds” or macro factors affecting an industry or the economy. We also talk about how Tony deals with red flags in companies he has invested in, and he talks about some mistakes he has made recently. In our Club edition, we analyse Stanmore Coal again (we did it earlier this year) and take our time to explain some of the checklist columns in more detail. And Tony reveals what he wears when he mops the kitchen floor!

 

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Related

S03E40 – ZOOM #3

This is the audio transcript of a Zoom group chat Tony and I did with some of our QAV Club members on 7 Sept 2020. Lots of great questions were answered.

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