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?

 

 

PLEASE NOTE:

IF YOU WANT TO GET THE MOST OUT OF THE SHOW & LISTEN TO A MULTI-MILLIONAIRE INVESTOR TALK TO YOU ABOUT HOW HE THINKS ABOUT STOCKS FOR A FULL HOUR EVERY WEEK.…

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Tobias Carlisle Soldier of Fortune: QAV AU #923

  Episode Overview This week we catch up with Tobias Carlisle, who joins us to talk about his new book, Sol­dier of For­tune: War­ren Buf­fett, Sun Tzu, and the Ancient Art of Risk-Tak­ing. Tony and Cam quiz Toby on the three big Berk­shire deals the book dis­sects: the…

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