This week on QAV we talk about Bloody Thursday, James’ great QAV results, how Navexa calculates portfolio returns, Buffett’s global market indicator, CVW hiring investment bankers, CCV’s new QAV score, audit reports still coming out, ATL’s audit, lobbying ASIC about 4E statements, Josephines being due to dividend drops, Munger’s “always invert” lesson, Tony’s pulled pork is AIS, James asks about modifying the QAV process for commodities, Steve asks about WMC’s audit, Dave asks about running multiple portfolios, Edward asks about inflation, and Mark asks about how Tony picks large cap stocks. Plus After Hours!
CDD 30-8-21
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QAV S05E24 – White-knuckle
This is “the white-knuckle part of the cycle”. Portfolio update. Iron ore and gold charts. Stockhistory v Stock Doctor prices. GMA and mortgage issuances. The milk stool legs. RBA and inflation. Small rods is WAY down. Wash-selling. PE contraction. Pulled pork on WDS. Benching Michael Jordan. UPST. Lots of Rule 1 questions. Buying a “wonderful company at a fair price” and ignoring sentiment.
QAV S05E23 – Dr Jenny Fagg, 2Be
Our guest today is Dr Jenny Fagg, CEO, 2Be. Jenny has had a long career in banking and finance, with roles including Chief Risk Officer of AMP Limited, EVP of Products and Payments at CIBC, one of Canada’s five top banks, CEO and Managing Director of ANZ National Bank Limited, New Zealand’s largest bank and wealth business, Managing Director of ANZ Consumer Finance in Australia, senior leadership roles in risk and marketing management at Citibank, and Jenny established the consulting practice in retail lending and customer profitability at KPMG. She holds a PhD in Management (Risk) and a Bachelor of Economics (First Class Honours in Organisational Psychology). And she is also Tony’s wife. She joined us recently to talk about her new venture, her book, “The Gist of Generosity”, and what it’s like being married to Tony.
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