This week: MRC fired their CEO and the price dropped 25% — why didn’t we sell?; Lincoln fund results; ASA webinar by James Holt; WAAAX performance 20/21; CVL down 13% since we bought it; MAH groundhog; Flitman model is out; red flags for companies that might go into a trading halt; why share prices fall after they go ex dividend; how TK decides what to sell when he needs to take cash out of his portfolio; commodity stocks sell lines; sentiment for HAW, AGD, AIS; is GCY now a sell?
XAU 2021–03-30_16-31–42
NAN 2021–03-30_13-38–37
MAH 2021–03-30_16-35–14
GCY 2021–03-30_16-48–03
AIS 2021–03-30_16-36–07
AGD 2021–03-30_16-39–23
Lincoln Fund results
WAAAX results 2020/2021
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