Season 1, Episode 32

  Turning Japanese 

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).

 

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

Related

Boring Stocks, Bonkers Returns: QAV AU #926

On this week’s show we wrap up the finan­cial year and the num­bers are, frankly, bonkers: the AU mod­el port­fo­lio is up near­ly 29% for the year, the Light port­fo­lios are up near­ly 36% as a group, and the US mod­el is up 44% against a 20% S&P. Tony then does a Pulled Pork on EVZ Lim­it­ed, a small engi­neer­ing fab­ri­ca­tor that has gone from 16 cents to 65 cents in 12 months and just land­ed on the buy list. We also get into the warn­ing signs stack­ing up on Wall Street, from mar­gin loans up 50% to the Bank of Inter­na­tion­al Set­tle­ments call­ing out AI data cen­tre spend­ing as a poten­tial GFC-style melt­down risk.

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