My circle of competence is just QAV ; Election result, investing implications ; SEQ and the “second buy line” ; outperformance by founder-led companies ; NHC’s big drop ; YAL halt ; Murph from ABC died ; Howard Marks’ latest memo on investor psychology ; Sri Lanka defaulting on $18bn of bonds. ; Underemployment rate now at 6.1% ; NUF has new results and crashed ; Australians lost $10Bn in crypto last year ; small stocks and Rule 1 ; what do you do in a market like this when you have a full portfolio and more capital ; a strong correlation between dividend yield and the QAV buy list ; Analysis of price to consensus target figures ; ME close v Price Chg 1mth (%) for calculating Josephine ; when a stock has done exceptionally well (say doubled) would TK use the proceeds to purchase two stocks?

Related

QAV #708 – Buridan’s Ass (fixed)

This week: The market remains buoyant on the back of positive earnings, DTL crashes 22%, Buridan’s Ass, Pulled Pork AGL.

Also in the Club edition: Darryl’s portfolio analysis, Magnificent 7 profits now exceed almost every country in the world, SD ASX 300 change, Jordan’s Renko and hugline regression testing.

QAV #707 – Three Men and a Tiger

This week: Market and portfolio updates; Nick Scali and Myer jump on profit results; the pitfalls of passive investing; the cracks deepen beneath the market’s surface; Woodside Santos merger collapsed; pulled pork on MME.

Also in the Club edition:
Lithium execs goolies; McDonald’s records first sales miss; Stock tips are for patsies; Matt Walker’s regression testing system; Three Men Make a Tiger; NWS shares in Stock Doctor; WAF’s forecast earnings.

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