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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QAV S04E29 – Gearing Up

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?

QAV S04E28 – Headless Chickens

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.

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