Season 1, Episode 37

  Preparing For The Collapse 

This week Tony answers a couple of questions from club member Dave about why Warren Buffet & Berkshire are sitting on a massive pile of cash and how Tony is preparing for a “global market crunch”.

We also talk some more about listed investment companies, the “this time is different” delusion, and some selected quotes from a video Cameron watched by billionaire value investor Howard Marks from Oaktree Capital.

And in our club section we take a look at the financials of gold miner PRU (Perseus Mining).

In terms of the checklist, I’ve learned how to add sexy new colours in my conditional formatting and a sparkline!

 

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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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