QAV S03E25 — The Fudge

by | Jun 29, 2020 | Investing Podcast, Podcast Episodes | 0 comments

QAV - The Schrödinger

On this episode we talk about why QAV seems to out­per­form oth­er val­ue investor returns; about Tony’s recent jour­nal entries regard­ing ADH, WSA and SFR, then we answer your ques­tions about why we might invest in com­pa­nies with poor finan­cial health scores on Stock Doc­tor; why Tony isn’t a “range trad­er”; how Tony would start a new fund with only $10K; whether or not we should wait until report­ing sea­son before invest­ing; def­i­n­i­tions of “pos­i­tive sen­ti­ment”; and the cur­rent takeover of IFN.

Start Your Free Tri­al Now!
Lis­ten Below Or Where You Get Your Pod­casts

If you’d like a chance to win a prize, write a funny or insightful review on iTunes. Click here to go straight to our iTunes page.

Related

Major Feelgood: QAV AU #924

On this week’s show, we wade through a big news cycle: the US-Iran peace deal that forced us to dump our oil stocks, the SpaceX IPO trad­ing at a jaw-drop­ping 1,750 times PROPCAF while los­ing mon­ey, and the brief Kore­an stock mar­ket cir­cuit break­er that felt a lit­tle too dot­­com-era for com­fort. Tony does a Pulled Pork on Sun­corp Group, fresh­ly returned to the buy list after divest­ing its bank­ing arm to ANZ, and I run the num­bers on the Dogs of the Dow ver­sus QAV over five years.

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…

0 Comments

Submit a Comment

Your email address will not be pub­lished. Required fields are marked *

Secret Link