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.
YAL
SFR 2
API
S32
SSG 2
MRM
HAW
Related
Dogs of Gold: Inside the West African Mining Gamble: QAV AU #947
Episode Overview This week we do a deep dive on West African Resources (WAF), a gold miner operating in Burkina Faso that reads more like a Forsyth novel than a company report: private road networks through…
The Gas Under Your Feet: Amplitude Energy and the Case for Boring Domestic Supply: QAV AU #946
Episode Overview This week we kick off with a riff on why being part of an investing community matters as much as any checklist, drawing a line from AA meetings to kung fu to keeping your portfolio away from…
0 Comments