Selling IMA; sneaky insider trading; Sam Zell on Gold; SOTW = ING; Selling JBH and buying VUK; thoughts on ANZ; why we use Op CF; picking a broker; thoughts on buybacks and capital restructuring.
TRANSCRIPT
QAV maxims classic-mug
TRS 2021–06-07_17-26–45
GCY 2021–06-07_17-24–43
VUK 2021–06-07_16-50–26
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