QAV S03E52 — Groundhog Day

Tony does a deep dive expla­na­tion on the Kel­ly Cri­te­ri­on and we dis­cuss the chal­lenges in apply­ing it to share invest­ing. We also dis­cuss stocks that briefly stick their head above the ground and then retract them again (aka a ground­hog), review Tony’s thoughts on aver­age dai­ly trade vol­ume, answer a ques­tion about whether SFR is a Schro­ding­er, talk about how the Reserve Bank’s deci­sion to go max QE and the US elec­tion might affect the mar­ket, review the CAA con­sol­i­da­tion and alu­mini­um prices, and Tony’s stock pick of the week is KMD.

Tran­script avail­able here.

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