Can we ignore the COVID cough in our 3PTL charts? What do you do when you own stock in a delisted company? How would we treat Depreciation when thinking about CCP? Does a capital raise cause a bump in the price? Should we listen to Ray Dalio on diversification? Why did Tony buy SFR and not any of the stocks on the Buy list with a much higher QAV score? Should we add a ‘one-month up turn’ to the checklist?

 

Transcript available here.

 

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