QAV S04E14 — Water Your Flowers

Ray Dalio on BTC. Lou Simpson’s invest­ing phi­los­o­phy. The pro­posed TLS break-up. Sell­ing low div­i­dend pay­ers. Tol­er­ance for old­er data. KRMs health score. 3PTL for ADH, HLA & HVN. Tony’s view on the Iron trend line. Replac­ing IV1 and IV2 with PE ratios.

Tran­script.

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