Season 2, Episode 10

 Nothing Changes

Tons of questions this week from club members about how to invest during a market correction. ​And as the market is still in free fall, we don’t bother with a stock analysis. So we just spend 90 minutes answering your excellent questions, including:

  • Should we only invest in companies on CommSec’s lending list?
  • How should we use the three point trend line process when it shows a signal to buy after a sharp drop in price?
  • How to hold your nerve and make informed decisions in current market conditions being a beginner?
  • Do we ignore intangibles (eg Goodwill) in Net Equity?
  • How does Price-to-Book Ratio play a role in our QAV score?
  • What does Tony do when the inputs to the QAV score are obviously out dated?
  • How to start a new portfolio from scratch today?
  • Warren Buffett has changed his strategy over the years. Is Tony’s strategy more like early or late Buffett?
  • How does return on equity factor into the QAV score?

 

 

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Related

S03E04 – The Five Stages Of Grief

Tony thinks the market is going through the “five stages of grief” and we debate which stage we are up to. He also talks about the “Coppock Curve” which suggests markets, like people, go through periods of mourning. Then we answer some of your questions about: the best way to set up a profile to trade, comparing full-service brokers to low-cost DIY options, how to treat companies with negative “net income “, what Tony thinks about Discounted Cash Flow calculations, his thoughts on the possibility of inflation in the next few years, whether or not he ever uses options, whether or not found he has found any companies with good scores lately, and what he thinks about Kathmandu

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