Amendments to the 3PTL wording in the bible; how to calculate performance of a volatile portfolio; creating wealth by gearing a property; updating your 3PTL alerts; the pulled pork on SUN; sell lines for banks and other stocks with high QAV scores; KRM is stopping gold production, what does that mean for investors; C6C has dropped, when do we sell?
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QAV 720 – Boom!
The Budget cometh, Lessons in Kindness from Buffett, and a Deep Dive into Boom Logistics.
Also in the Club edition: Reflections on Jim Simons and Quant Investing, Navigating Market Fluctuations: FND and FPR Updates, Exploring VYS’s Surge, Elon Musk’s Suggestion to Warren Buffett, Marcus has a question about applying quality score to existing holdings, Jim asks about Life 360, Stock Doctor Data Integrity Issues, Nick asks about Josephine rules, Trent asks about AGL and LNG
QAV 719 – Peaking at 99
This week we’re talking about the Berkshire Annual Meeting, China’s gold purchases, a pulled pork on EHL (Emeco Holdings), SXE profit guidance update, Regression testing Price < Cons, Activists vs Karoon Energy (KAR), Austal (ASB) backers want Hanwha Group in the race, TRS is a 3PTL Sell, Apollo sinks THL, Morningstar valuations, banks doing large buybacks.
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