QAV S05E08 — The Sound Of Cannon

Mar­kets and War; bank rate increase; MWY bad results; Con­struc­tion col­lapse; Berkshire’s annu­al let­ter; GRR results; Port­fo­lio aver­age hold time; out­dat­ed con­sen­sus val­u­a­tions; is five year rel­a­tive strength impor­tant; cal­cu­lat­ing CAGR in Excel; red flag if DPR of greater than 100%.

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