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QAV S04E35 — Seafood Tony

This week we have some big news, talk about some minor errors we’ve fixed in the check­list and bible, then Tony does a pulled pork on COG, we explain ASX’s cash flow anom­aly from last week, Tony talk about some recent regres­sion test­ing he has done on sell­ing when the QAV score hits 0.5 and on using ROE in our check­list, Shell sce­nario plan­ning frame­works, whether or not we should dis­count sen­ti­ment for com­pa­nies with a small float, which part of the cycle Tony thinks the mar­ket is in and whether or not it mat­ters, MYE’s falling QAV score, the sell line for CDD, the buy line for CAA, and how Tony treats REITs. 

Full tran­script avail­able here.

This con­tent is tem­porar­i­ly unavail­able.

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