QAV S04E08 — A Good Process

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.

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