QAV S04E36 — 4E or not 4E

by | Sep 7, 2021 | Investing Podcast, Podcast Episodes | 0 comments

Tony reports on his recent analy­sis on com­pa­nies that go from a neg­a­tive cash­flow to a pos­i­tive cash­flow; Tony has been try­ing to find a place where a qual­i­fied audit is record­ed that makes them eas­i­er to find than hav­ing to scroll through the annu­al report; GLE’s results are out and their shares are up; Speak­ing of score­cards, we’re pub­lish­ing our first offi­cial score­card since get­ting our AFSL this week! ; Our port­fo­lio just passed the two year anniver­sary and is look­ing good; Tony’s pulled pork this week is CVW, Clearview Wealth; and we talk about ASG, MXI, VRS, com­mod­i­ty stocks, VUK, HUM, CKF and CAR.

Tran­script avail­able here. 

Free Pod­cast Archives

CDD 30–8‑21

Related

Major Feelgood: QAV AU #924

On this week’s show, we wade through a big news cycle: the US-Iran peace deal that forced us to dump our oil stocks, the SpaceX IPO trad­ing at a jaw-drop­ping 1,750 times PROPCAF while los­ing mon­ey, and the brief Kore­an stock mar­ket cir­cuit break­er that felt a lit­tle too dot­­com-era for com­fort. Tony does a Pulled Pork on Sun­corp Group, fresh­ly returned to the buy list after divest­ing its bank­ing arm to ANZ, and I run the num­bers on the Dogs of the Dow ver­sus QAV over five years.

Tobias Carlisle Soldier of Fortune: QAV AU #923

  Episode Overview This week we catch up with Tobias Carlisle, who joins us to talk about his new book, Sol­dier of For­tune: War­ren Buf­fett, Sun Tzu, and the Ancient Art of Risk-Tak­ing. Tony and Cam quiz Toby on the three big Berk­shire deals the book dis­sects: the…

0 Comments

Trackbacks/Pingbacks

  1. Tran­script QAV #436 | QAV Invest­ing Pod­cast — […] QAV 436 Club […]

Submit a Comment

Your email address will not be pub­lished. Required fields are marked *

Secret Link