I found myself listening to Kenny Rogers’ The Gambler recently (one of my dad’s favourite songs when I was a kid) and it made me think of this week’s show.
“You gotta know when to hold ’em;
Know when to fold ’em.
Know when to walk away;
Know when to run.”
This week we have a lot of questions from club members about when to sell and three-point trendlines. We also talk about Tony’s horse that ran in the Cox Plate and why the checklist doesn’t have a debt-to-equity data point.
Our stock analysis this week is KSL – Kina Securities.
This week on the show, The Value Investing Guru and Cameron talk about some difficulties getting Share Analysis to do what we want; a new analysis tool called QuickFS; stories about Warren Buffett; Cameron’s growing passion around QAV; changes to our portfolio involving Apollo Tourism and Stanmore Coal; and in our deep dive analysis this week we look at Mastermyne.