QAV S04E48 — Get Back Omicron

This week we talk about the market’s reac­tion to Omi­cron, the new AF work­sheet, builders col­laps­ing, Howard Mark’s lat­est memo, new sells, our top stocks of last week, our stocks picks for this week and whether or not we should go to cash in the cur­rent mar­ket and wait for things to improve.

In the club edi­tion, we also talk about why we’re not buy­ing into ETFs and LICs, what TK thinks about swap­ping win­ners for some­thing that is on the buy list, and if we should sell any share that has a 10% drop at any time, regard­less of buy price.

And, of course, The Bea­t­les.

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