QAV S04E23 — Hooked On The Fudge

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.
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