QAV S04E08 - A Good Process | QAV Investing Podcast

Selling HAW. GME lawsuit. Changes to disclosure law. Stock of the week. Return on Equity as a metric. Greater portfolio allocation for higher QAV scores. Trendline buffers. Manually entered scores. BOQ / ME merger. MXI qualified audit. MQG Capital Notes 5 raise. Selling “overvalued” stocks.

Transcript.

MXI 2021-02-24_16-10-25

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QAV S05E31 – How High Is Your IQ(AV)?

We bid farewell to ONJ; Portfolio update; 3PTL reminder; Catch phrase comp; Oil is almost a sell; Gold AUD no longer a sell; Pulled pork is KPG; AFIC Net Asset Backing; Is Copper a buy; Is TK fully invested currently or still being cautious; the longest period of under performance TK has experienced.

QAV S05E30 – Light and Magic

Aluminium is now a buy; CCP down on results; MLD takeover; RIO results; owner-managed companies outperform; Pulled Pork SOL; the “wine selection” of iron ore blends; YAL drop on Glencore sale; where TK gets his news during reporting season.

QAV S04E08 – A Good Process

MXI 2021-02-24_16-10-25

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QAV S05E31 – How High Is Your IQ(AV)?

QAV S05E30 – Light and Magic

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