QAV S04E03 — Capitulation

by | Jan 28, 2021 | Investing Podcast, Podcast Episodes | 0 comments

This week: ASX low­er on fears of US bub­ble. Howard Marks’ capit­u­la­tion. Ray Dalio’s thoughts on a com­ing US civ­il war. Using Gross Rev­enue Growth per Share to val­ue “growth” stocks. Stock of the week — KRM. Using a log­a­rith­mic price scale. Tony’s thoughts on the Blue-Chip­pers in the ASX. Deter­min­ing ‘Con­sis­tent­ly Increas­ing Equi­ty’. Defin­ing ‘recent pos­i­tive upturn’. Rea­sons to sell. NTD and the AUD. Wait­ing for report­ing sea­son. How to appor­tion addi­tion­al funds. Sell lines for GGE, NHC, ESS.

Episode tran­script avail­able here.

charting showing ESS share price

ESS 2021–01-27_17-08–52

charting showing GGE share price

GGE 2021–01-27_17-04–38

charting showing NHC share price

NHC 2021–01-27_17-05–59

charting showing TRS share price

TRS 2021–01-27_16-56–32

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