QAV S04E19 — The Beauty Pageant

We talk about the bank results; tech wreck; Buf­fett break­ing the NASDAQ; Increas­ing Net Equi­ty v NEPS; re-nam­ing the “buy list”; LICS and NTA; Price to Oper­at­ing Cash­flow for ETFs; Tony’s per­for­mance today vs when he had a small­er port­fo­lio; CCV’s buy line; where the Top 200 ASX stocks came from; graph­ic pos­i­tive sen­ti­ment for see-saw stocks; the gold cycle; and ATL’s debt lev­els. 

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