Lots of selling, not much to buy; The MAXIMS of QAV; RMS makes takeover offer yesterday for BRB; Bank Hybrids wiped out in UBS takeover of Credit Suisse; Banks and trust; Pulled pork : Ooh Media (OML); update on heavy mineral sands products; what to do when you have a commodity sell, but the day you’re going to sell it, the price is going up; the size and danger of ETFs; insights on the lithium/battery market; diversification with corporate bonds; South African corruption.
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QAV 720 – Boom!
The Budget cometh, Lessons in Kindness from Buffett, and a Deep Dive into Boom Logistics.
Also in the Club edition: Reflections on Jim Simons and Quant Investing, Navigating Market Fluctuations: FND and FPR Updates, Exploring VYS’s Surge, Elon Musk’s Suggestion to Warren Buffett, Marcus has a question about applying quality score to existing holdings, Jim asks about Life 360, Stock Doctor Data Integrity Issues, Nick asks about Josephine rules, Trent asks about AGL and LNG
QAV 719 – Peaking at 99
This week we’re talking about the Berkshire Annual Meeting, China’s gold purchases, a pulled pork on EHL (Emeco Holdings), SXE profit guidance update, Regression testing Price < Cons, Activists vs Karoon Energy (KAR), Austal (ASB) backers want Hanwha Group in the race, TRS is a 3PTL Sell, Apollo sinks THL, Morningstar valuations, banks doing large buybacks.
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