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.

Related

QAV 724 – Our First U.S. Episode

In this episode of QAV, Cam and Tony explore the U.S. market for the first time, with a brief introduction of Tony and his QAV system of value investing, a discussion of value v growth investing, a discussion of the performance of our U.S. dummy portfolio, a deep dive or ‘Pulled Pork’ segment on Reinsurance Group of America (RGA), and a review of the FY survey results we’ve received so far from club members.

QAV 723 – The Vulcan Fudge

Join Tony and Cameron in episode 723 of QAV as they discuss a variety of topics ranging from American barbecue joints to the Hunter Biden lawsuit. Tony talks about his relaxing golf trip down the East Coast and the challenges of selling a house. Then we discuss Vulcan level emotional detachment in investing, recent market movements, and specific stocks like CUE, MME, and PRN. There’s also an exploration of dividends and portfolio performance. In after hours, we’re talking about ‘The Blues Brothers’ Sidney George Reilly (Ace Of Spies), Nicholas Cage in “Dream Scenario” and our plans for our first U.S. episode.

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