QAV S05E21 — Excesses And Corrections

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?