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!

Please note: If you want to lis­ten to the pre­mi­um con­tent, sign up to QAV CLUB.

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