QAV S04E45 — Jiggery Pokery

by | Nov 10, 2021 | Blog, Investing Podcast, Podcast Episodes | 0 comments

This week we’re talk­ing about our top three stocks from last week (PRU, BFG, CVL), SHJ (the qui­et sleep­er), why you shouldn’t inno­vate until you’re a QAV black belt, why we should NOT fil­ter Price-to-Oper­at­ing Cash Flow < 7 (whoops), and why Rule #1 is impor­tant.

In the Club edi­tion, we talk about the stocks of the week (WGX, ABA), the failed GCY acqui­si­tion (by WGX), the mis­takes Tony heard on anoth­er invest­ing pod­cast, whether or not direc­tors tak­ing large posi­tions in their own com­pa­ny deserves extra cred­it, the weird CBA sell line, MAD’s weird share cap­i­tal num­bers, IHVV’s returns, the MQG SPP, Tony’s expe­ri­ence with LIC returns, and how much real estate is enough.

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CBA 2021-11-05

SHJ 2021-11-10

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