Season 1, Episode 32
On this episode we debunk more claims about the death of value investing and how it relates to the “Japanification” of the economy; I come up with a new nickname for Tony; And we answer a listener question about how quickly he invests new funds.
Our stock analysis of the week is the diversified leather manufacturer SCHAFFER CORPORATION (SFC).
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Amendments to the 3PTL wording in the bible; how to calculate performance of a volatile portfolio; creating wealth by gearing a property; updating your 3PTL alerts; the pulled pork on SUN; sell lines for banks and other stocks with high QAV scores; KRM is stopping gold production, what does that mean for investors; C6C has dropped, when do we sell?
Another long episode (1.5 hours)! We talk about our performance vs the top funds; Buffett’s ABCs; Why TK bought gold miners over retailers last week; the idea of a “second peak”; HUM’s exposure to Forum Finance; the performance of the 2017 Dogs; a deep dive on MML and MIL; how Rule #1 works; how TK would invest if he was 25 again; whether or not I should sell MYR; copper physical vs futures; and how to spot “bad news” during reporting.