QAV S04E27 — The Mystery of The Reducing Scores

by | Jul 8, 2021 | Investing Podcast, Podcast Episodes | 0 comments

This week we dis­cuss our EOFY result (48%); decide to sell VUK again; MYR and Sol­ly Lew; SOTW is GRR; the Sell price for BCN; con­trar­i­an investor Michael O’Higgins’s ‘Dogs of the Dow’ strat­e­gy; Dun­can and The Mys­tery of The Reduc­ing Scores; the Cop­per and Coal com­mod­i­ty prices; the chart for SUL; how to under­stand IMA’s mar­ket depth report; Magellan’s inten­tion to tran­si­tion its High Con­vic­tion Trust list­ed invest­ment com­pa­ny into an active exchange-trad­ed fund; would apply 3PTL to a chart giv­en the effect of a con­sol­i­da­tion like for COG; and the sell lines for banks.

Tran­script for the episode here. 

coal 2021–07-07_16-54–04

Copper 2021–07-07_16-48–12

gold 2021–07-07_16-50–36

NHC 2021–07-07_16-57–35

SFR 2021–07-07_16-48–53

SUL 2021–07-07_17-01–21

YAL 2021–07-07_16-56–10

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