Season 1, Episode 44
Our last show of 2019! Our guest this week is listener Andre Bravo, a Canadian who has a Masters in Applied Computational Economics and works in the weed industry. Oh NOW I have your attention! Andre joined us this week to talk about the app he has written to speed up his own QAV analysis, and then we get his help to analyse our first US stock – Hertz (HTZ.N). It’s an interesting one because we couldn’t use our usual tools and had to resort to pulling up numbers manually. The basic lesson is that the checklist can be used to analyse US stocks. Andre also asks a few really great questions about how Tony uses the checklist and gave a refresher course how on to simulate Stock Doctor’s financial strength rating using other sources of data.
Meanwhile our portfolio finished the calendar year well.
Thanks for all of your support this year! We hope you learned a lot and are feeling more confident in your ability to analyse stocks. We’ll be back next week with Season Two of our investing podcast!!
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Steven Mabb is our guest on the show today. He’s a recent QAV Club subscriber but has been a full time investor for the last couple of years, since exiting a very successful footwear business.He and Tony compare notes about investing in International ETFs, why buying stock #201 is a good strategy, neobanks, shareholder associations, and cheap brokerage versus using a full service broker.In our Club edition, our stock of the week is BPT (again). And we answer a question from Ange about what qualifies as a ‘recent positive upturn’. We also talk again about the decline of our portfolio in recent weeks due to the COVID-19 panic. Tony reminds us about Warren Buffett’s story about “Mr Market”.
Our portfolio continues to take a hit from COVID-19. But Tony is as calm as a zen master. He’s the ICEMAN. We talk about the corruption allegations against HZN and changes to CIA’s listing. Our stock of the week is MFD.