QAV S04E18 — The Trivia King

This week we record­ed while I was stay­ing with Tony down at Cape Schanck! We talked about the col­lapse of BPT, why ATL is our SOTW,  the high­lights of the Berk­shire Hath­away 2021 AGM, the impor­tance of price to cash­flow in our check­list, Stock Doc­tor’s cov­er­age of A2 Milk, why com­pa­nies issue new shares at a steep dis­count, MML’s 3PTL buy line, gold min­ers and mar­ket cycles, why BOQ dropped off the buy list, and then I get Tony to tell the sto­ry about how he bought his Cape Schanck prop­er­ty 22 years ago using his win­nings from win­ning triv­ia com­pe­ti­tions on TV and radio. Final­ly, I passed the micro­phone around after our QAV Club din­ner in Mel­bourne and asked the folks there to talk about what they have learned from the pod­cast.