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?

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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.

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